Jason Todd Benowitz
Investment Committee Member at The Roosevelt Investment Group LLC
Active connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| John Scott Roscoe | M | - |
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. | 16 years |
| Robert Meyer | M | - |
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. | 19 years |
| Arthur Sheer | M | - |
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. | 22 years |
| Adam Jonathan Sheer | M | - |
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. | 22 years |
| David L. Sheer | M | - |
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. | - |
| Howard Steven Potter | M | - |
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. | 13 years |
| Jeremy Bourgeois | M | - |
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. | 18 years |
| Kevin Lafontaine | M | - |
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. | 17 years |
| Ashley Rissolo | F | - |
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. | 6 years |
Connections Chart
Multi-company connection
Former connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Nainesh Shah | M | - |
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. | 17 years |
| Gongwen Peng | M | - |
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. | - |
| Justin Sapolsky | M | - |
The Wharton School of the University of Pennsylvania
| 10 years |
| Jeremy Burton | M | - |
Harvard College
The Wharton School of the University of Pennsylvania
| 7 years |
| Emily Janvey | M | - |
The Wharton School of the University of Pennsylvania
| 5 years |
| Nicolas Rodriguez-Brizuela | M | - |
The Wharton School of the University of Pennsylvania
| 2 years |
| Justin Ingoglia | M | - |
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. | 11 years |
| David Johnson | M | 41 |
Harvard College
| 4 years |
| Steven Finn | M | 38 |
The Wharton School of the University of Pennsylvania
| 4 years |
| Jordan Moelis | M | - |
The Wharton School of the University of Pennsylvania
| 5 years |
| Raakhe Kapoor Tandon | F | - |
The Wharton School of the University of Pennsylvania
| 5 years |
| Hai Peng Shen | M | 48 |
The Wharton School of the University of Pennsylvania
| 4 years |
| Richard T. Saler | M | - |
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. | 1 years |
| Howard Steyn | M | 49 |
Harvard College
The Wharton School of the University of Pennsylvania
| 7 years |
| Jon Rezneck | M | - |
Harvard College
The Wharton School of the University of Pennsylvania
| 8 years |
| Neal Rosenberg | M | - |
The Wharton School of the University of Pennsylvania
| 5 years |
| Gene Yoon | M | 49 |
The Wharton School of the University of Pennsylvania
| 2 years |
| Najah Abouelafia | F | - |
The Wharton School of the University of Pennsylvania
| 4 years |
| Stephanie Mann | F | 48 |
The Wharton School of the University of Pennsylvania
| 2 years |
| Gustavo A. Giraldo | M | 52 |
The Wharton School of the University of Pennsylvania
| 2 years |
| Roberto Sanabria | M | - |
The Wharton School of the University of Pennsylvania
| 4 years |
| John Shumate | M | - |
The Wharton School of the University of Pennsylvania
| 4 years |
| Michael Lefton | M | - |
The Wharton School of the University of Pennsylvania
| 4 years |
| BRIAN CARGO | M | - |
The Wharton School of the University of Pennsylvania
| 4 years |
| Mike Berlin | M | - |
The Wharton School of the University of Pennsylvania
| 4 years |
| Hilary Fleischer | F | - |
The Wharton School of the University of Pennsylvania
| 4 years |
| Philippe Audi | M | - |
The Wharton School of the University of Pennsylvania
| 2 years |
| Kristine Anderson | F | - |
The Wharton School of the University of Pennsylvania
| 2 years |
| Courtney Guyer | F | - |
The Wharton School of the University of Pennsylvania
| 2 years |
| NICOLAS ZYLBERSTEIN | M | - |
The Wharton School of the University of Pennsylvania
| 2 years |
| Greg Vinson | M | - |
The Wharton School of the University of Pennsylvania
| 2 years |
| Kim Eddie /barclays/ | - | - |
The Wharton School of the University of Pennsylvania
| 4 years |
| Kevin Au | M | - |
The Wharton School of the University of Pennsylvania
| 4 years |
| Andrea Stone | M | - |
The Wharton School of the University of Pennsylvania
| 2 years |
| Matthew Cohen | M | - |
The Wharton School of the University of Pennsylvania
| 4 years |
| Jack Zhou | M | - |
The Wharton School of the University of Pennsylvania
| 4 years |
| Kevin yu | M | - |
The Wharton School of the University of Pennsylvania
| 4 years |
| Bob Lonergan | M | - |
The Wharton School of the University of Pennsylvania
| 4 years |
| Alex Mitchell | M | - |
The Wharton School of the University of Pennsylvania
| 2 years |
| Eric Cooperstrom | M | - |
The Wharton School of the University of Pennsylvania
| 4 years |
| Namrita Rai | F | - |
The Wharton School of the University of Pennsylvania
| 4 years |
| André Neves Correia | M | - |
The Wharton School of the University of Pennsylvania
| 4 years |
| Jian Feng Yu | M | 41 |
The Wharton School of the University of Pennsylvania
| 3 years |
| Akan Oton | M | - |
The Wharton School of the University of Pennsylvania
| 2 years |
| Nimit Shah | M | - |
The Wharton School of the University of Pennsylvania
| 2 years |
| Sonika Chandra | F | 50 |
The Wharton School of the University of Pennsylvania
| 2 years |
| Allison Williams | F | - |
The Wharton School of the University of Pennsylvania
| 4 years |
| Caroline Jones | F | - |
The Wharton School of the University of Pennsylvania
| 2 years |
| Alexander Furmanski | M | - |
The Wharton School of the University of Pennsylvania
| 4 years |
| Reginald D. Tucker | M | - |
The Wharton School of the University of Pennsylvania
| 2 years |
| Ariel Garcia | M | - |
The Wharton School of the University of Pennsylvania
| 2 years |
| Manish Maheshwari | M | - |
The Wharton School of the University of Pennsylvania
| 2 years |
| Alfred Chu | M | 49 |
The Wharton School of the University of Pennsylvania
| 2 years |
| Alex Verba | M | - |
The Wharton School of the University of Pennsylvania
| 2 years |
| Amelia Farley Weir | F | 49 |
The Wharton School of the University of Pennsylvania
| 2 years |
| Timothy Shannon | M | - |
The Wharton School of the University of Pennsylvania
| 2 years |
| Karanjit Singh Arora | M | - |
The Wharton School of the University of Pennsylvania
| 4 years |
| Rahul Malhotra | M | 48 |
The Wharton School of the University of Pennsylvania
| 2 years |
| Peter Notz | M | - |
The Wharton School of the University of Pennsylvania
| 2 years |
| Bikram Bakshi | M | - |
The Wharton School of the University of Pennsylvania
| 2 years |
| Anna Kaminskaya Browning | F | - |
The Wharton School of the University of Pennsylvania
| 4 years |
| Ramzi Habibi | M | - |
The Wharton School of the University of Pennsylvania
| 3 years |
| Andrew Hertzmark | M | 48 |
The Wharton School of the University of Pennsylvania
| 2 years |
| Matthew Scattarella | M | 42 |
The Wharton School of the University of Pennsylvania
| 4 years |
| Lauren Taylor Wolfe | F | 45 |
The Wharton School of the University of Pennsylvania
| 2 years |
| Christopher Carter | M | - |
The Wharton School of the University of Pennsylvania
| 4 years |
| Assaf Harel | M | 51 |
The Wharton School of the University of Pennsylvania
| 2 years |
| Mark Ludwig | M | - |
The Wharton School of the University of Pennsylvania
| 2 years |
| Lorenzo Pellegrini | M | - |
The Wharton School of the University of Pennsylvania
| 2 years |
| Howard Katzenberg | M | 45 |
The Wharton School of the University of Pennsylvania
| 2 years |
| Jack Abraham | M | - |
The Wharton School of the University of Pennsylvania
| 4 years |
| Eswarie Subrahmanyam S. Balan | F | - |
The Wharton School of the University of Pennsylvania
| 4 years |
| Asha Mehta | F | - |
The Wharton School of the University of Pennsylvania
| 2 years |
| David Cass | M | - |
The Wharton School of the University of Pennsylvania
| 1 years |
| Isaac Dayan | M | - |
The Wharton School of the University of Pennsylvania
| 4 years |
| Harrison Khan | M | - |
The Wharton School of the University of Pennsylvania
| 4 years |
| Daniel E. Flesh | M | 42 |
The Wharton School of the University of Pennsylvania
| 4 years |
| Ray Chan | M | - |
The Wharton School of the University of Pennsylvania
| 2 years |
| Nicolas Bañados Lyon | M | - |
The Wharton School of the University of Pennsylvania
| 2 years |
| Rishi Rasesh Shah | M | - |
The Wharton School of the University of Pennsylvania
| 4 years |
| Aaron Li | M | - |
The Wharton School of the University of Pennsylvania
| 4 years |
| Farrah Holder | F | - |
The Wharton School of the University of Pennsylvania
| 2 years |
| Franky Lee | M | - |
The Wharton School of the University of Pennsylvania
| 4 years |
| Ryan Stuckert | M | - |
The Wharton School of the University of Pennsylvania
| 4 years |
| Tom Field | M | - |
The Wharton School of the University of Pennsylvania
| 2 years |
| Haas Ragab | M | - |
The Wharton School of the University of Pennsylvania
| 2 years |
| Shaun Rader | M | - |
The Wharton School of the University of Pennsylvania
| 2 years |
| Bill Kirk | M | - |
The Wharton School of the University of Pennsylvania
| 4 years |
| Ian Lee | M | 47 |
The Wharton School of the University of Pennsylvania
| 2 years |
| Adam Lebovitz | M | - |
The Wharton School of the University of Pennsylvania
| 4 years |
Statistics
| Country | Connections | % of total |
|---|---|---|
| United States | 99 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Jason Todd Benowitz
- Personal Network
