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 |
| Jason Todd Benowitz | 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. | 15 years |
| 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 |
| 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. | - |
| Dustin Dolginow | M | - |
Middlebury College
| 5 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 |
| Bernard Spear | 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. | - |
| Ben Parsons | M | - |
Middlebury College
| 4 years |
| Nathan Troutman Bluemenshine | M | - |
Middlebury College
| 5 years |
| Lauren Clark | F | - |
Middlebury College
| 4 years |
| William G. Inglis | M | - |
Middlebury College
| 4 years |
| Nora Dietsch Barry | F | - |
Middlebury College
| 4 years |
| Gart Gart | M | - |
Middlebury College
| 4 years |
| Ryan Anthony Miller | M | 45 |
Middlebury College
| 4 years |
| Lee J. Caleshu | 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. | - |
| Erik Woodring | M | - |
Middlebury College
| 3 years |
| Brendan Sullivan | M | - |
Middlebury College
| 4 years |
| Sasha Astafyeva | F | - |
Middlebury College
| 4 years |
| Justin Johnson Scott | M | - |
Middlebury College
| 4 years |
| Alex Scott | M | - |
Middlebury College
| 4 years |
| Diana Chiu | F | - |
Middlebury College
| 5 years |
| Elizabeth Campbell | F | - |
Middlebury College
| 4 years |
| John M. Jessup | M | - |
Middlebury College
| 4 years |
| Brandon Avrutin | M | - |
Middlebury College
| 4 years |
| Elizabeth Downing | F | - |
Middlebury College
| 4 years |
| Eri Nosaka | F | - |
Middlebury College
| 4 years |
| Peter J. Faroni | M | - |
Middlebury College
| 4 years |
| Milen Todorov | M | - |
Middlebury College
| 4 years |
| Lydie Hudson | F | 45 |
Middlebury College
| 3 years |
| Colin Apple | M | - |
Middlebury College
| 4 years |
| Aaron Fine | M | - |
Middlebury College
| 4 years |
| Angelo Fu | M | - |
Middlebury College
| 4 years |
| Lacey Farrell Johnson | F | - |
Middlebury College
| 4 years |
| Michelle Hunter | F | - |
Middlebury College
| 4 years |
| Richard B. Barfuss | M | - |
Middlebury College
| 4 years |
| Joe Powers | M | - |
Middlebury College
| 3 years |
| Karen Lee | F | - |
Middlebury College
| 4 years |
| Jake Nicholson | M | - |
Middlebury College
| 4 years |
| Amit Sharma | M | - |
Middlebury College
| 2 years |
| JP Coviello | M | - |
Middlebury College
| 4 years |
| Danielle Singer | F | - |
Middlebury College
| 4 years |
| William Allen | M | - |
Middlebury College
| 4 years |
| Michael Perez | M | - |
Middlebury College
| 4 years |
| Trevor G. Smith | M | - |
Middlebury College
| 4 years |
| Liam Lynch | M | - |
Middlebury College
| 2 years |
| Andrew Armstrong | M | - |
Middlebury College
| 4 years |
| David Tswamuno | M | - |
Middlebury College
| 4 years |
| Jacques Jenny | M | - |
Middlebury College
| 4 years |
| Martin Rajcan | M | - |
Middlebury College
| 4 years |
| John Lanahan | M | - |
Middlebury College
| 4 years |
| Miles Barnett | M | - |
Middlebury College
| 4 years |
| Michael Hennessy | M | - |
Middlebury College
| 4 years |
| Tom Egan | M | - |
Middlebury College
| 4 years |
| Justin Garrison | M | - |
Middlebury College
| 4 years |
| Chris Grosso | M | - |
Middlebury College
| 4 years |
| McKenna Moreau | F | - |
Middlebury College
| 4 years |
| Rachel Grindrod | F | - |
Middlebury College
| 4 years |
| Kat Cooley | F | - |
Middlebury College
| 4 years |
| Yan Ling Cao | M | 39 |
Middlebury College
| 4 years |
| Michael Fletcher | M | - |
Middlebury College
| 4 years |
| Brian W. Michaud | M | - |
Middlebury College
| 4 years |
| Rich Allen Hightower | M | - |
Middlebury College
| 3 years |
| John W. Dickie | M | - |
Middlebury College
| 4 years |
| Bobby Ocampo | M | - |
Middlebury College
| 4 years |
| Ronald Hess | M | - |
Middlebury College
| 4 years |
| John James Mullin | 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. | 2 years |
| Jared Miller | M | - |
Middlebury College
| 4 years |
| Colin Morgan Lantry | M | - |
Middlebury College
| 4 years |
| Andrew Gustafson | M | - |
Middlebury College
| 4 years |
| Steven Wasserman | M | 63 |
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. | 3 years |
| Ryan M. Birtwell | M | 40 |
Middlebury College
| 4 years |
| Andy W. Cobb | M | - |
Middlebury College
| 4 years |
| Timothy P. Ramsey | 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. | - |
| Brett Shirreffs | M | - |
Middlebury College
| 4 years |
| Glenn A. Bickley | M | - |
Middlebury College
| 4 years |
| Sarah Glendon | F | - |
Middlebury College
| 4 years |
| Tate Lambeth | 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. | - |
| Eric Axon | M | - |
Middlebury College
| 4 years |
| Matt Meade | M | - |
Middlebury College
| 4 years |
| James Cullen | 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. | - |
| Steven Pomper | M | - |
Middlebury College
| 4 years |
| Jeff Clarke | M | - |
Middlebury College
| 4 years |
| Matt B. Arnould | M | - |
Middlebury College
| 4 years |
| Leslie F. Arnould | F | - |
Middlebury College
| 4 years |
| Tim Hermann | 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. | - |
| Corie Gabriel | 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. | - |
| Izabela Hallett | 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. | - |
| David A. Chalfin | 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. | - |
| Courtney J. Bercini | 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. | - |
| Faria Rahman | F | - |
Middlebury College
| 4 years |
| Jim Boothby | 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. | - |
| Drew C. Walker | M | - |
Middlebury College
| 4 years |
| Ian Tyree | M | - |
Middlebury College
| 4 years |
| Clark D. Peterson | M | - |
Middlebury College
| 4 years |
| John Patrick Donnelly | M | - |
Middlebury College
| 4 years |
| Andy Bohlin | M | 42 |
Middlebury College
| 4 years |
| Sasha Gentling | F | - |
Middlebury College
| 4 years |
| Dane Callow | M | - |
Middlebury College
| 4 years |
Statistics
| Country | Connections | % of total |
|---|---|---|
| United States | 100 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Justin Ingoglia
- Personal Network
