Roger Wittlin
Directeur Général chez Roger Wittlin Investment Advisory LLC
Profil
Roger Lowell Wittlin is currently the Chief Compliance Officer & Managing Member at Roger Wittlin Investment Advisory LLC since 2018.
Prior to this, he worked as a Managing Director at Allspring Global Investments LLC and Goldman Sachs & Co. LLC.
From 2007 to 2014, he was the Managing Director & Portfolio Manager at Silver Lake Financial Management Co. LLC.
Wittlin completed his undergraduate degree at Arizona State University and earned an MBA from the American Graduate School of Management.
Postes actifs de Roger Wittlin
| Sociétés | Poste | Début |
|---|---|---|
Roger Wittlin Investment Advisory LLC
 Roger Wittlin Investment Advisory LLC Investment ManagersFinance Roger Wittlin Investment Advisory LLC (dba Wittlin Advisory) is an independent registered investment advisor and wealth management firm headquartered in San Francisco, California. The firm was founded by Roger Wittlin in 2017. Wittlin Advisory provides investment advice to Individuals, High Net Worth Individuals, Families and Foundations. | Directeur Général | 01/02/2018 |
Anciens postes connus de Roger Wittlin
| Sociétés | Poste | Fin |
|---|---|---|
Silver Lake Financial Management Co. LLC
 Silver Lake Financial Management Co. LLC Investment ManagersFinance Silver Lake Financial Management Co. LLC (Silver Lake) is an investment management firm headquartered in Menlo Park, California. The firm was founded in 2007 and is a subsidiary of Silver Lake Technology Management LLC, which is owned by Silver Lake Group LLC. Silver Lake provides asset management services to individual and institutional clients. | Directeur en chef des Investissements | 01/04/2014 |
Allspring Global Investments LLC
 Allspring Global Investments LLC Investment ManagersFinance Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 2021, the firm was known as Wells Capital Management, Inc. They are a direct wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. Allspring provides investment management services to mutual funds, private funds, offshore funds, collective investment trusts (CITs), pooled vehicles and client accounts. | Portfolio Manager-Fixed Income | 10/04/2007 |
Goldman Sachs & Co. LLC
 Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Corporate Officer/Principal | - |
Formation de Roger Wittlin
| Arizona State University | Undergraduate Degree |
| American Graduate School of Management | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Allspring Global Investments LLC
Allspring Global Investments LLC Investment ManagersFinance Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 2021, the firm was known as Wells Capital Management, Inc. They are a direct wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. Allspring provides investment management services to mutual funds, private funds, offshore funds, collective investment trusts (CITs), pooled vehicles and client accounts. | Finance |
Goldman Sachs & Co. LLC
Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Finance |
Silver Lake Financial Management Co. LLC
Silver Lake Financial Management Co. LLC Investment ManagersFinance Silver Lake Financial Management Co. LLC (Silver Lake) is an investment management firm headquartered in Menlo Park, California. The firm was founded in 2007 and is a subsidiary of Silver Lake Technology Management LLC, which is owned by Silver Lake Group LLC. Silver Lake provides asset management services to individual and institutional clients. | Finance |
Roger Wittlin Investment Advisory LLC
Roger Wittlin Investment Advisory LLC Investment ManagersFinance Roger Wittlin Investment Advisory LLC (dba Wittlin Advisory) is an independent registered investment advisor and wealth management firm headquartered in San Francisco, California. The firm was founded by Roger Wittlin in 2017. Wittlin Advisory provides investment advice to Individuals, High Net Worth Individuals, Families and Foundations. | Finance |
