Bill Roth, CFA
Advisor
Mr. Roth brings 25 years of financial services experience and has worked as an investment consultant at Merrill Lynch, Senior Research Analyst and Portfolio Manager at an independent broker/dealer and was a partner and Investment Director at a registered investment advisor.
Mr. Roth's expertise revolves around creating asset allocations models, portfolio management, due diligence and security selection as well as creating customized investment solutions.
Mr. Roth earned bachelor degrees in Economics and Business Management from East Stroudsburg University, an MBA with a Finance concentration from La Salle University and is a CFA® charterholder. He is a member of the CFA Institute and the CFA Society of Philadelphia. He has passed FINRA Series 6,7,24,66 & 87 exams but is not currently affiliated with a broker/dealer. Outside of work he enjoys spending time with his family and playing and coaching volleyball.