FINRA Licenses – Series 65
Education – Roger earned a Bachelor of Arts in Finance from the University of Houston
Before managing operations at ZT’s New York office, Roger was Vice President of Client Relationships at JP Morgan. Roger’s ability to provide clientele with top-notch service is only part of what makes him a great fit for ZT Wealth Advisory. Roger is also a well-regarded professional with years of direct industry experience. Before acting as Vice President at JP Morgan, he was an Associate of Institutional Equities and Head of Operations at Global Macro Hedge Fund. He is honored to be working with a team of hardworking intellectuals with a unique investment vision. Roger is known as a quick problem solver and an excellent networker. With his vast professional network and exceptional work ethic, Roger is an essential part of the New York office.