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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
24

Minus sign iconPlus sign icon
  • United States Of America
    24

The Roosevelt Investment Group, LLC's Leadership

  • Stylized image of a person
    T. H.
    Vice President - Senior Investment Counselor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. S.
    Co-Chief Executive Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. A.
    Senior Vice President And Regional Director Southeast Region Roosevelt Investments
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. P.
    Managing Director
    Phone icon
    Mobile Phone
  • Stylized image of a person
    K. D.
    Director Of Operations
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. S.
    Portfolio Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    K. D.
    Operations Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. F.
    Associate
    Phone icon
    Mobile Phone

The Roosevelt Investment Group, LLC Employee Metrics

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

Contact profiles from The Roosevelt Investment Group, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    D. S.
    Co-Chief Executive Officer
    Phone icon
    Mobile Phone
    Oct 17, 2024
  • Stylized image of a person
    M. A.
    Senior Vice President And Regional Director Southeast Region Roosevelt Investments
    Phone icon
    Mobile Phone
    Oct 17, 2024
  • Stylized image of a person
    T. H.
    Vice President - Senior Investment Counselor
    Phone icon
    Mobile Phone
    Oct 16, 2024
  • Stylized image of a person
    D. P.
    Managing Director
    Phone icon
    Mobile Phone
    Oct 16, 2024
  • Stylized image of a person
    K. D.
    Director Of Operations
    Phone icon
    Mobile Phone
    Oct 23, 2024
  • Stylized image of a person
    A. S.
    Portfolio Manager
    Phone icon
    Mobile Phone
    Oct 23, 2024
  • Stylized image of a person
    K. D.
    Operations Manager
    Phone icon
    Mobile Phone
    Oct 23, 2024
  • Stylized image of a person
    J. F.
    Associate
    Phone icon
    Mobile Phone
    Oct 24, 2024
  • Stylized image of a person
    M. S.
    Sanitation Worker
    Phone icon
    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 operates in the Investment Management industry; you can contact the 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 . 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 July 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 July 2026, The Roosevelt Investment Group, LLC's key employees include:

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

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