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Update on the Financial Markets & Economic Impact of COVID-19

00:29:00

Jul 28, 2020 11:32 AM

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Speakers

John Roscoe, CFA
Chief Investment Officer, Senior Portfolio Manager
John Roscoe joined Roosevelt Investments in 2008 and is currently the firm's Chief Investment Officer and a Senior Portfolio Manager. Mr. Roscoe has been managing fixed income and equity portfolios for high net worth individuals and institutions. Prior to Roosevelt, Mr. Roscoe was employed by Morgan Stanley Investment Management, where he held a number of different roles in portfolio management and analysis, most recently as Co-Manager of the Dividend Growth Securities Fund. Before joining Morgan Stanley, he served as an analyst on the global large cap equity team at Rockefeller & Co. and as a manager in the Treasury Division of Pfizer. Mr. Roscoe earned a BS in biology and an MBA with a concentration in Finance from Cornell University, and holds the Chartered Financial Analyst® designation.
Nicki Price Adams
Marketing Manager - Private Client Group
Nicki Price Adams joined Roosevelt Investments in 2018 as the Marketing Manager of the Private Client Group. Nicki is responsible for creating and executing marketing strategies in support of the firm’s Private Client Group and its commitment to the funeral services and cemetery professions. She has experience in marketing and business strategy within the insurance, financial services, and funeral and cemetery industries. Nicki earned a BS in Marketing, an MBA, and an MS in Marketing from The University of Tampa and currently holds her Life, Health, and Variable Annuities license in the state of Florida.