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About

Roger retired after 40+ years in the investment business working in New York, Texas and Colorado. He is trained in securities analysis and has managed portfolios (stocks bonds) of varying objectives/sizes. He has a BS in Economics from Wharton , a Bachelor in Foreign Trade from Thunderbird, a MBA in Finance from Michigan State and has a CFA (Chartered Financial Analyst). Roger has start-up experience having formed his own investment advisory firm in Texas and has been a member of commitment committees evaluating venture capital investment opportunities.

Business Startups
New Business Formations Skyrocketed in 2020 During COVID
New Business Formations skyrocketed in 2020 during COVID and this new high level continues into 2021. Since 2014 the monthly data
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712 H St NE PMB 98848
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