Bernard Spear
Career history of Bernard Spear
Former positions of Bernard Spear
| Companies | Position | Start | End |
|---|---|---|---|
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. | Director of Finance/CFO | - | 2008-01-30 |
| Sales & Marketing | - | 2008-01-30 | |
| Reminick Aarons & Co. | Corporate Officer/Principal | - | - |
Training of Bernard Spear
| Brooklyn College | Undergraduate Degree |
Statistics
International
| United States | 4 |
Operational
| Director of Finance/CFO | 1 |
| Sales & Marketing | 1 |
| Corporate Officer/Principal | 1 |
Sectoral
| Finance | 2 |
| Commercial Services | 2 |
| Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 2 |
|---|---|
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. | Finance |
| Reminick Aarons & Co. | Commercial Services |
- Stock Market
- Insiders
- Bernard Spear
- Experience
