ABOUT ROY
Roy has been in the industry of investment management and advising for more than 25 years. His career includes 12 years as a senior trust portfolio manager for a large super regional bank and over 10 years managing client portfolios through an affiliation with large accounting firms.
Roy has experience managing wealth for individuals, companies, employer sponsored plans, endowments and foundations.
COMMUNITY ACTIVITIES
During his career, Roy developed the Investment Committee where he sat as chairman at three firms. His responsibilities included research and analytical work used in the creation of models for portfolio construction.
Throughout his career, Roy has been an active member of the community, including serving as a member of the Elmhurst Chamber of Commerce, as a director of the District 205 Foundation, as chairman of the Epiphany Lutheran Church Endowment Committee and as president of the Epiphany Lutheran Church Council where he served two terms.
LICENSES AND PROFESSIONAL CERTIFICATIONS
Roy is a Certified Plan Fiduciary Advisor, has earned his Accredited Investment Fiduciary designation and has active FINRA series 7, 65 and 66 securities registrations (since 1998) that are currently held with LPL Financial. Roy is also licensed to sell life, accident and health insurance.
EDUCATION
- Elmhurst University, Bachelor of Science in Finance (1996).
HOBBIES & PERSONAL INTERESTS
Roy and his family live in Elmhurst, Illinois. When he is not visiting colleges, or visiting other states for soccer games, Roy enjoys golfing, bowling, cooking, reading non-fiction and gardening.
AN INTERESTING TIDBIT ABOUT ROY
Roy enjoys classic muscle cars and has successfully restored three 1968 Camaro’s, including a Z28.