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Chicago - North Wacker

Roger Albrecht

CFA®

Senior Wealth Advisor

123 N Wacker Dr, Suite 1100
Chicago, IL 60606

Roger Albrecht

Services and personalized investment advice are only provided pursuant to an advisory agreement with the client. We do not provide individualized stock recommendations over social media. Be aware that specific investment opportunities shared through WhatsApp are fraudulent.

Roger Albrecht

Professional Certifications

  • CFA® – Chartered Financial Analyst®

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

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