Donald J. Guarino
Profile
Prior to joining The Roosevelt Investment Group in 2002, Mr. Guarino was Executive Vice President of Kensington Capital Management, Ltd., where he was a portfolio manager and participated in the firm’s overall investment strategy.
His background also includes serving as President and Chief Executive Officer of Capromont, Ltd., a non-registered investment advisory and record keeping firm.
He is a member of the New York Society of Security Analysts and the Association for Investment Management and Research.
He is a Director of CUSA, a National Apostolate for the Sick and Disabled, and serves as a trustee and member of the Investment Committee of the Religious of the Sacred Heart of Mary Charitable Trust.
He is also a member of the Investment Committee of Catholic Charities of the Diocese of Rockville Centre in New York.
Mr. Guarino received a Bachelor of Business Administration in Accounting from Pace University in New York, and a Certificate in Investment Analysis from the New York Institute of Finance.
Former positions of Donald J. Guarino
| Companies | Position | End |
|---|---|---|
Catholic Charities of Buffalo Manpower Services, Inc.
 Catholic Charities of Buffalo Manpower Services, Inc. Services to the Health IndustryHealth Services Catholic Charities of Buffalo Manpower Services, Inc. provides community development programs that help individuals, children, and families. The company is headquartered in Buffalo, NY. | Corporate Officer/Principal | - |
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. | Investment Committee Member | - |
Training of Donald J. Guarino
| Pace University | Undergraduate Degree |
Experiences
Positions held
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 |
Catholic Charities of Buffalo Manpower Services, Inc.
Catholic Charities of Buffalo Manpower Services, Inc. Services to the Health IndustryHealth Services Catholic Charities of Buffalo Manpower Services, Inc. provides community development programs that help individuals, children, and families. The company is headquartered in Buffalo, NY. | Health Services |
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