About
Roger
Roger began his career in investments more than 30 years ago. Today he is responsible for designing investment portfolio strategies for high-net-worth clients, researching debt and equity markets and securities, and implementing market transactions. Roger has held financial services roles for Morningstar Mutual Funds, First Colonial Bankshares & Trust Company (later FIRMCO), Harris Bank & Trust Company, and Bufka & Rodgers
Education and Professional Milestones
- Illinois State University – bachelor’s degree in finance
- DePaul University – master’s degree in finance, with distinction
Roger began his career in investments more than 30 years ago. Today he is responsible for designing investment portfolio strategies for high-net-worth clients, researching debt and equity markets and securities, and implementing market transactions. Roger has held financial services roles for Morningstar Mutual Funds, First Colonial Bankshares & Trust Company (later FIRMCO), Harris Bank & Trust Company, and Bufka & Rodgers
Education and Professional Milestones
- Illinois State University – bachelor’s degree in finance
- DePaul University – master’s degree in finance, with distinction