Roger Young

Finance

Profile

Mr. Young is an investment professional with benchmark-exceeding track records managing billion-dollar US/international fixed income, equity and alternative asset portfolios for clients with diverse risk spectrums.
He is highly experienced in investment strategy, external advisor evaluation-oversight, board-investment committee relations and risk management.
He started and managed a mutual fund that was ultimately designated a Morningstar Five Star fund and was named an Institutional Investor Magazine All-Star Analyst.
Mr. Young is also a consultant for Private Investment Advisory Companies in Florida and New York.
He has previously spent time at Kenneth King Foundation and Public Employees Retirement Association of Colorado where he was the Director of Equities, managing over $12 billion in assets.
Mr. Young is a Chartered Financial Analyst, Charted Investment Counselor and a NASD Arbitrator.
He holds his Series 7 License registration through Wm Smith & Co.

Former positions of Roger Young

Companies	Position	End
Wm Smith Securities, Inc. Wm Smith Securities, Inc. Investment Banks/BrokersFinance Wm Smith Securities, Inc., the brokerage arm of Wm Smith & Co. is a broker/dealer headquartered in Denver. The firm was founded in October of 1993 and offers a full array of investment services. They provide fundamental equity research to a select group of institutional clients from both the traditional and alternative investment arena. The firm primarily focuses on special situations with an emphasis on under-followed and under-valued companies. They are a member of the SIPC.	Analyst-Equity	2008-12-30

See the detail of Roger Young's experience

Experiences
Positions held

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Listed companies

Private companies