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The Roosevelt Investment Group, LLC Employee Directory

Investment ManagementNew York, United States2-10 Employees

The Roosevelt Investment Group, LLC is a New York-based advisory firm providing investment management and financial planning services. It adopts a risk-conscious investment philosophy, prioritizing wealth preservation alongside growth. The firm operates with a small, specialized team.

Its lineage traces to 1971, when P. James Roosevelt founded the predecessor to serve individuals and endowments; the firm later changed its name in 1993 and underwent a merger before assuming its current form in 2020. Positioned within the investment management field, it delivers wealth management and planning services to clients in the greater New York area, building on a history of asset management for individuals and endowments.

Find The Roosevelt Investment Group, LLC employees' phone numbers or email addresses

The Roosevelt Investment Group, LLC Global Highlights

Location
Employees

North America
22

Minus sign iconPlus sign icon
  • United States Of America
    22

The Roosevelt Investment Group, LLC's Leadership

  • Vice President - Senior Investment Counselor at The Roosevelt Investment Group, LLC
    T. H.
    Vice President - Senior Investment Counselor
    Mobile Phone
  • Co-Chief Executive Officer at The Roosevelt Investment Group, LLC
    D. S.
    Co-Chief Executive Officer
    Mobile Phone
  • Managing Director at The Roosevelt Investment Group, LLC
    D. P.
    Managing Director
    Mobile Phone
  • Senior Vice President And Regional Director Southeast Region Roosevelt Investments at The Roosevelt Investment Group, LLC
    M. A.
    Senior Vice President And Regional Director Southeast Region Roosevelt Investments
    Mobile Phone
  • Director Of Operations at The Roosevelt Investment Group, LLC
    K. D.
    Director Of Operations
    Mobile Phone
  • Portfolio Manager at The Roosevelt Investment Group, LLC
    A. S.
    Portfolio Manager
    Mobile Phone
  • Operations Manager at The Roosevelt Investment Group, LLC
    K. D.
    Operations Manager
    Mobile Phone
  • Associate at The Roosevelt Investment Group, LLC
    J. F.
    Associate
    Mobile Phone

The Roosevelt Investment Group, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Entrepreneurship
  • Business
  • Finance
  • Other

Contact profiles from The Roosevelt Investment Group, LLC

Name
Title
Contact
Location
Last Update
  • Co-Chief Executive Officer at The Roosevelt Investment Group, LLC
    D. S.
    Co-Chief Executive Officer
    Mobile Phone
    Oct 17, 2024
  • Managing Director at The Roosevelt Investment Group, LLC
    D. P.
    Managing Director
    Mobile Phone
    Oct 16, 2024
  • Senior Vice President And Regional Director Southeast Region Roosevelt Investments at The Roosevelt Investment Group, LLC
    M. A.
    Senior Vice President And Regional Director Southeast Region Roosevelt Investments
    Mobile Phone
    Oct 17, 2024
  • Vice President - Senior Investment Counselor at The Roosevelt Investment Group, LLC
    T. H.
    Vice President - Senior Investment Counselor
    Mobile Phone
    Oct 16, 2024
  • Director Of Operations at The Roosevelt Investment Group, LLC
    K. D.
    Director Of Operations
    Mobile Phone
    Oct 23, 2024
  • Portfolio Manager at The Roosevelt Investment Group, LLC
    A. S.
    Portfolio Manager
    Mobile Phone
    Oct 23, 2024
  • Operations Manager at The Roosevelt Investment Group, LLC
    K. D.
    Operations Manager
    Mobile Phone
    Oct 23, 2024
  • Associate at The Roosevelt Investment Group, LLC
    J. F.
    Associate
    Mobile Phone
    Oct 24, 2024
  • Sanitation Worker at The Roosevelt Investment Group, LLC
    M. S.
    Sanitation Worker
    Mobile Phone
    Oct 23, 2024

Frequently Asked Questions

What is The Roosevelt Investment Group, LLC known for?

Minus sign iconPlus sign iconThe Roosevelt Investment Group, LLC was founded in 1971 and operates in the Investment Management industry. You can contact The Roosevelt Investment Group, LLC's main corporate office by phone at
+1-401-369-****
. Explore The Roosevelt Investment Group, LLC's company overview page for more information.

What is The Roosevelt Investment Group, LLC's most common email format?

Minus sign iconPlus sign iconThe Roosevelt Investment Group, LLC employees' email format typically follows the pattern of FLast@rooseveltinvestments.com. Trying to find reliable and up-to-date employee contact data? Find more The Roosevelt Investment Group, LLC email formats with LeadIQ.

How many employees does The Roosevelt Investment Group, LLC have currently?

Minus sign iconPlus sign iconThe Roosevelt Investment Group, LLC has approximately 10 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are The Roosevelt Investment Group, LLC's key employees and leadership?

Minus sign iconPlus sign icon

As of August 2026, The Roosevelt Investment Group, LLC's key employees include:

  • Vice President - Senior Investment Counselor: T. H.
  • Co-Chief Executive Officer: D. S.
  • Managing Director: D. P.
  • Senior Vice President And Regional Director Southeast Region Roosevelt Investments: M. A.
  • Director Of Operations: K. D.

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