Izabela Hallett

Finance

Consumer Services

Profile

Ms. Izabela Hallett is Senior Vice President & Regional Director at The Roosevelt Investment Group, Inc. Prior to joining Roosevelt in 2009, Ms. Hallett was a Sales Director with William Blair responsible for managing the Wirehouse Channels in the east coast region.
She has also served as a business development officer for Rorer Asset Management, focusing on the midwest region, and was formerly an institutional corporate bond broker for Cantor Fitzgerald in New York City.
Ms. Hallett earned a BS in Finance and Marketing from the Carroll School of Management’s Honors Program at Boston College.
She is a Certified Financial Planner and a Certified Investment Management Analyst, and is also a member of Investment Management Consultants Association.
She currently holds Series 7, 63 and 65 licenses.

Former positions of Izabela Hallett

Companies	Position	End
Rorer Asset Management LLC Rorer Asset Management LLC Investment ManagersFinance Founded by Edward C. Rorer in 1978, Rorer Asset Management LLC is a registered investment advisor firm located in Conshohocken, Pennsylvania. Rorer's client base consists of individuals, trusts, estates, corporations, pension and profit sharing plans, charitable institutions and Taft Hartley funds. The firm participates in various broker sponsored managed account programs. On January 6, 1999 Rorer became an affiliate of Affiliated Managers Group, Inc., an asset management holding company whose stock is listed on the New York Stock Exchange under the symbol AMG.	Sales & Marketing	-
William Blair & Co. LLC William Blair & Co. LLC Regional BanksFinance William Blair & Co. LLC (William Blair) is a SEC-registered broker/dealer firm headquartered in Chicago, Illinois. The firm was founded by William McCormick Blair in 1935 and is a subsidiary of WBC Holdings LP. Until 1941, they were known as Blair, Bonner & Co. William Blair provides broking services to individual, institutional and issuing clients.	Institutional Sales	-
The Roosevelt Investment Group LLC The Roosevelt Investment Group LLC Investment ManagersFinance The Roosevelt Investment Group LLC (dba Roosevelt Investments) is a SEC-registered investment advisor headquartered in New York City. The firm was founded by P. James Roosevelt in 1971 as P. James Roosevelt, Inc. and changed their name to The Roosevelt Investment Group, Inc. in 1993. They are a wholly-owned subsidiary of CI Private Wealth LLC, an indirect majority-owned subsidiary of CI Financial Corp. (TSE: CIX, NYSE: CIXX) in Canada. Roosevelt Investments offers services to institutional and retail clients and wrap program sponsors.	Sales & Marketing	-

See the detail of Izabela Hallett's experience

Training of Izabela Hallett

Boston College

Undergraduate Degree

Experiences
Positions held

Active

Inactive

Listed companies

Private companies