Skip navigation

Roger Sheffield

Roger Sheffield CFA, has been a portfolio manager and investment counselor since 1975.  He has owned and operated his own RIA firm for most of this period and ultimately sold that firm to another RIA in 2017 at which time his firm’s assets under management were approaching $100 million.  Since the closing of that transaction Roger has devoted his transitioning efforts to facilitating the growth of client trust in the acquiring firm.

Roger’s Recent activity