Roger Rama

Managing Director, Portfolio Manager at Silvercrest Asset Management

Role: Managing Director, Portfolio Manager at Silvercrest Asset Management
Location: Milwaukee, WI, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

Experience

Managing Director, Portfolio Manager
Silvercrest Asset Management
Apr 2025 — Present

Education

Michigan State University
Bachelor of Arts (BA)
2008 — 2011

Skills

Valuation
Portfolio Management
Equities
Microsoft Excel
Investments
Equity Research
Microsoft Office
Capital Markets
Due Diligence
Data Analysis
Financial Markets
Financial Modeling
Finance
Research
Financial Analysis
Bloomberg
Corporate Finance

Contact information

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Work email
•••••@silvercrestgroup.com
Personal email
•••••@•••••.com
Direct dial
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Current company

Silvercrest Asset Management

Investment Management · 180 employees · Founded 2002 · New York, New York, United States

Silvercrest Asset Management Group is an independent registered investment advisor which provides asset management and family office services to families and select institutional investors. Silvercrest combines the client-focused service which was the hallmark of private banks and investment counsel firms in an earlier age with state of the art theories of portfolio construction, risk management and diversification. Silvercrest's professionals have dedicated their careers to wealth management and our Managing Directors, who average more than 25 years of wealth management experience, have advised their clients through the boom of bull markets and the gloom of bear markets. We are not swayed by market manias. We are only interested in seeing our clients' assets invested in a manner consistent with their tolerance for risk. Silvercrest is free from the numerous conflicts of interest inherent to larger organizations. Our size, our employee ownership and our collegial culture-coupled with the spirit, camaraderie and character of our organization-stand in sharp contrast to much of Wall Street and the financial services industry. We enjoy working with one another and we enjoy working with our clients. The quality, integrity and independence of our advice, coupled with our unwavering commitment to client service, sets us apart in a crowded field.

silvercrestgroup.com

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Experience

Managing Director, Portfolio Manager

Education

Michigan State University

Skills

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