The Roosevelt Investment Group, LLC Employee Directory

Q: What is The Roosevelt Investment Group, LLC known for?

The Roosevelt Investment Group, LLC was founded in 1971. The Roosevelt Investment Group, LLC operates in the Investment Management industry.

Investment ManagementNew York, United States11-50 Employees

The Roosevelt Investment Group, LLC is an advisory firm providing comprehensive investment management and financial planning services. In 1971 P. James Roosevelt of Oyster Bay, NY, a cousin of Theodore Roosevelt, founded the investment advisory firm P. James Roosevelt, Inc., which managed investment assets of individuals and endowments.

The firm’s name was changed in 1993 to The Roosevelt Investment Group, Inc., which it retained in 2002 upon merging into Sheer Asset Management, Inc., an investment advisory firm founded by Arthur Sheer in 1990. In 2020, the firm’s name changed to The Roosevelt Investment Group, LLC, and it was acquired by CI US Holdings, Inc., a subsidiary of CI Financial Corp. 

Roosevelt Investments follows a long tradition of risk-conscious investing — we know preserving your wealth is just as important as growing it.

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

The Roosevelt Investment Group, LLC Global Highlights

North America
23

United States Of America
23

The Roosevelt Investment Group, LLC's Leadership

A. S.
Chief Executive Officer
Mobile Phone
Email
T. H.
Vice President - Senior Investment Counselor
Mobile Phone
Email
D. S.
Co-Chief Executive Officer
Mobile Phone
Email
G. P.
Director Of Quantitative Research
Mobile Phone
Email
D. J. G.
Managing Director
Mobile Phone
Email
D. P.
Managing Director
Mobile Phone
Email
S. H.
Managing Director
Mobile Phone
Email
N. S.
Portfolio Manager
Mobile Phone
Email

The Roosevelt Investment Group, LLC Employee Metrics

100%

50%

2026

2025

Banking
Entrepreneurship
Business
Finance
Accounting
Other
Administrative

Contact profiles from The Roosevelt Investment Group, LLC

Name

Title

Contact Info

Location

Last Update

J. F.
Associate
Mobile Phone
Email
Oct 24, 2024
K. L.
Trader
Mobile Phone
Email
United StatesRhode Island
Oct 22, 2024
M. S.
Sanitation Worker
Mobile Phone
Email
Oct 23, 2024

Frequently Asked Questions

What is The Roosevelt Investment Group, LLC known for?

The Roosevelt Investment Group, LLC was founded in 1971 operates in the Investment Management industry. The company's main headquarters is located in 570 Lexington Avenue Suite 1800 New York, New York 10022 United States; 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?

The 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?

The Roosevelt Investment Group, LLC has approximately 11 employees as of February 2026. These team members are located across 1 continents, including North America.

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

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

Chief Executive Officer: A. S.
Vice President - Senior Investment Counselor: T. H.
Co-Chief Executive Officer: D. S.
Director Of Quantitative Research: G. P.
Managing Director: D. J. G.

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