Rachel Roffman

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Profile

Ms. Rachel Roffman is Operations Analyst at Herndon Capital Management LLC.
Before coming to Herndon Capital Management, LLC, Ms. Roffman spent 2 years at Capital Management Advisors, and RIA firm in Marietta, GA. There she divided her time between Operations, Trade Support and Research.
Prior to that she lived in Baltimore MD and worked for Baltimore-Washington Financial Advisors, where she was the Investment Operations Manager.
Her experience also includes working in the Corporate Trust Department for M&T Bank and for the Investment Management Services Department for Legg Mason Smith Barney.
Ms. Roffman earned a Bachelor of Science in Communications from Towson University in Baltimore.

Former positions of Rachel Roffman

Companies	Position	End
Capital Management Advisors, Inc. Capital Management Advisors, Inc. Investment ManagersFinance Provides investment advice	Corporate Officer/Principal	2011-05-30
Baltimore-Washington Financial Advisors, Inc. Baltimore-Washington Financial Advisors, Inc. Investment ManagersFinance BWFA seeks to create diversified client portfolios that earn favorable investment returns while controlling volatility and risk according to the parameters of each client's chosen investment model. The firm works to achieve strong performance over multiple market cycles, endeavoring to select those securities that they believe represent the most attractive opportunities for their clients over the long term. BWFA focuses on investing in securities that they believe are undervalued at the time of purchase and have the potential for growth.	Corporate Officer/Principal	-
LEGG MASON, INC.	Corporate Officer/Principal	-
M&T BANK CORPORATION	Corporate Officer/Principal	-

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Linked companies

Private companies	5
Legg Mason, Inc. Legg Mason, Inc. Investment ManagersFinance Provides investment and asset management services	Finance
M&T Bank Corp. M&T Bank Corp. Regional BanksFinance Operates as a bank holding company whose subsidiaries provides banking services	Finance
Baltimore-Washington Financial Advisors, Inc. Baltimore-Washington Financial Advisors, Inc. Investment ManagersFinance BWFA seeks to create diversified client portfolios that earn favorable investment returns while controlling volatility and risk according to the parameters of each client's chosen investment model. The firm works to achieve strong performance over multiple market cycles, endeavoring to select those securities that they believe represent the most attractive opportunities for their clients over the long term. BWFA focuses on investing in securities that they believe are undervalued at the time of purchase and have the potential for growth.	Finance
Towson University Towson University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Capital Management Advisors, Inc. Capital Management Advisors, Inc. Investment ManagersFinance Provides investment advice	Finance