Jeremy Bourgeois
Trading-Equity 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. | - |
| 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 |
| 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 |
|---|---|---|---|---|
| Steven Weiss | 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. | - |
| 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. | - |
| 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 |
| 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. | - |
| Robert F. Moon | 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. | - |
| 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 |
| Michael S. Wheeler | M | - |
Bentley University
| 7 years |
| Michael Paull Kumph | M | - |
Bentley University
| 5 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 |
| Shannon Michelle Ericson | F | - |
Bentley University
| 8 years |
| Jonathan Hitchcock | M | - |
Bentley University
| 7 years |
| Robert R. Anderson | M | 86 |
Bentley University
| 11 years |
| Caroline Valerie Kitidis | F | - |
Bentley University
| 4 years |
| Ira Gene Rapaport | M | - |
Bentley University
| 1 years |
| Sven Ripper | M | 47 |
Bentley University
| 4 years |
| Lynne Fleifel | F | - |
Bentley University
| 4 years |
| Martin Sullivan | M | - |
Bentley University
| 4 years |
| Scott S. Klein | M | - |
Bentley University
| 1 years |
| Tosa Ogbomo | M | - |
Bentley University
| 1 years |
| Vahan Rubenovich Vardanyan | M | 52 |
Bentley University
| 2 years |
| Ricardo Martín Belmont Vallarino | M | - |
Bentley University
| 4 years |
| Scott H. Moss | M | - |
Bentley University
| 4 years |
| 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. | - |
| Helen Wesley | F | 54 |
Bentley University
| 2 years |
| Jacqueline Lucille Allard | F | - |
Bentley University
| 2 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. | - |
| Cem Özsen | M | - |
Bentley University
| 2 years |
| Taylor Valentine | M | - |
Bentley University
| 4 years |
| John Landry | M | 52 |
Bentley University
| 4 years |
| Chad Magee | M | - |
Bentley University
| 4 years |
| Anthony Mastrocola | M | - |
Bentley University
| 4 years |
| John Sullivan | M | - |
Bentley University
| 4 years |
| Melvin Edwards | M | - |
Bentley University
| - |
| Lou Della Valle | M | - |
Bentley University
| 4 years |
| Ken Foo | M | - |
Bentley University
| 4 years |
| Hala Zeine | F | - |
Bentley University
| 3 years |
| Christopher Arthur Markos | M | - |
Bentley University
| 4 years |
| Cheryl Hallett | F | - |
Bentley University
| 1 years |
| Sabri Etem Özsoy | M | 50 |
Bentley University
| 4 years |
| Rula Adel Kamel Zakaria | F | 50 |
Bentley University
| 1 years |
| Michael Scott Finer | M | - |
Bentley University
| 5 years |
| Babar Ali Lakhani | M | - |
Bentley University
| 4 years |
| Eric Seeton | M | 52 |
Bentley University
| 4 years |
| Greg Karsky | M | 47 |
Bentley University
| 4 years |
| Scott M. Service | M | - |
Bentley University
| 3 years |
| Phuc Truong | M | - |
Bentley University
| 4 years |
| Kimberly L. Murdolo | F | - |
Bentley University
| 4 years |
| Ryan Pascal Masagung | M | 45 |
Bentley University
| 4 years |
| Marcus Ogawa | M | - |
Bentley University
| 3 years |
| Lauren B. Kiernan | F | - |
Bentley University
| 4 years |
| Mike Hanlon | M | - |
Bentley University
| 4 years |
| John C. Cerulli | M | - |
Bentley University
| 4 years |
| Paul R. Homer | M | - |
Bentley University
| 4 years |
| David Lubner | M | 60 |
Bentley University
| 1 years |
| Ullas J. Naik | M | - |
Bentley University
| 2 years |
| Raul Claure | M | 52 |
Bentley University
| 4 years |
| Keith Hogan | M | - |
Bentley University
| 1 years |
| Nicholas Cayer | M | - |
Bentley University
| 4 years |
| Jay Gelb | M | - |
Bentley University
| 2 years |
| Michael Sakala | M | 58 |
Bentley University
| 1 years |
| Todd Forrest | M | - |
Bentley University
| 4 years |
| Timothy P. Devlin | M | - |
Bentley University
| 4 years |
| Eric Daniel Hiatt | M | - |
Bentley University
| 4 years |
| Mark A. Bacurin | M | - |
Bentley University
| 4 years |
| Jim G. Tatakis | M | - |
Bentley University
| 1 years |
| Leanne M. Moore | F | - |
Bentley University
| 3 years |
| Lisa A. Welch | F | - |
Bentley University
| 3 years |
| Rodrigo Echenique Gordillo | M | 78 |
Bentley University
| 4 years |
| Keith Richardson | M | - |
Bentley University
| 4 years |
| David DeBiase | M | - |
Bentley University
| 4 years |
| 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. | - |
| Eric S. Boyd | M | - |
Bentley University
| 4 years |
| Adam White | M | - |
Bentley University
| 4 years |
| Mike Feehily | M | - |
Bentley University
| 4 years |
| Andre Matos Fernandes | M | - |
Bentley University
| 4 years |
| Leila B. Heckman | 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 |
| Mike Pizette | M | - |
Bentley University
| 2 years |
| Peter Campo | M | 52 |
Bentley University
| 2 years |
| Sophia V. Banar | F | - |
Bentley University
| 4 years |
| Matthew Vittorioso | M | - |
Bentley University
| 4 years |
| Jennifer Dumas Hall | F | - |
Bentley University
| 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 |
| John F. Mahoney | M | - |
Bentley University
| 4 years |
| Joe Wickwire | M | - |
Bentley University
| 2 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 |
| Daniel Trolio | M | 50 |
Bentley University
| 4 years |
| Brendan James Metrano | M | - |
Bentley University
| 4 years |
| Zachary J. Goldberg | M | - |
Bentley University
| 4 years |
| Edward A. Lafferty | M | - |
Bentley University
| 3 years |
| Greg L. Floyd | M | - |
Bentley University
| 4 years |
| Brendan Fullum | M | - |
Bentley University
| 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
- Jeremy Bourgeois
- Personal Network
