Roger A. Albrecht
Portefeuillebeheerder-Aandelen bij Mid-Continent Capital LLC
Profiel
Mr. Roger A.
Albrecht is an Executive Vice President & Portfolio Manager at Mid-Continent Capital LLC.
He joined Mid-Continent in 2006 following its merger with the affiliated firm, Bufka & Rodgers.
Mr. Roger Albrecht began his career in investments in 1990 as a Research Analyst for Morningstar, Inc. For three years, he conducted quantitative mutual fund research for its flagship publication Morningstar Mutual Funds.
From 1993 up to 1995, he was a Portfolio Manager at First Colonial Bankshares & Trust Company of Chicago (later merged into Firstar Investment Research & Management Corporation (FIRMCO) managing high net worth client investment portfolios.
In late 1995, Mr. Albrecht joined Harris Bank & Trust Company as a Vice President and Senior Portfolio Manager and for eight years was responsible for designing investment portfolio strategies for high net worth clients, researching debt and equity markets and securities and implementing market transactions.
He was a member of the Harris Equity Security Selection committee and a member of the Harris Tactical Asset Allocation committee.
Mr. Albrecht joined Bufka & Rodgers in 2003 as a Vice President and Portfolio Manager.
Mr. Albrecht received his BS degree in Finance from Illinois State University in 1990, his MS degree in Finance with Distinction in 2000 from DePaul University and was awarded the CFA charter in 1993.
He is a member of the CFA Institute and the CFA Society of Chicago.
He volunteers as an advisory board member of Campton United Soccer Club where he served as a past President for 8 years; he is also the Chairman of the Investment Committee for Fox Valley Hands of Hope where he served as Trustee for many years.
Actieve functies van Roger A. Albrecht
Bedrijven | Functie | Begin |
---|---|---|
Mid-Continent Capital LLC
Mid-Continent Capital LLC Investment ManagersFinance Mid-Continent Capital LLC (MCC) is a wealth management firm headquartered in Chicago, Illinois. The firm was founded by John Mabie in 1983. They were acquired in 2023 by Connectus Wealth LLC, which is ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). MMC specializes in the management of equity and fixed income portfolios for private individuals and institutions. | Portefeuillebeheerder-Aandelen | 01-01-2006 |
Eerdere bekende functies van Roger A. Albrecht
Bedrijven | Functie | Einde |
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Bufka & Rodgers LLC
Bufka & Rodgers LLC Investment ManagersFinance Bufka & Rodgers LLC (BR) was founded in April 1987 in Schaumberg, Illinois. BR manages assets for clients including employee benefit plans, endowments, religious organizations and individual investors of substantial means. | Portefeuillebeheerder-Aandelen | 31-12-2005 |
Harris Bank
Harris Bank Major BanksFinance Harris Bank provides commercial banking services. The bank provides deposit and lending, private bank and wealth management, middle-market investment banking, and real estate investment trust services. It is headquartered in Chicago, IL | Portefeuillebeheerder-Aandelen | 01-10-2003 |
First Colonial Bankshares Corp. | Portefeuillebeheerder-Aandelen | 01-01-1995 |
MORNINGSTAR, INC. | Corporate Officer/Principal | 31-12-1992 |
Opleiding van Roger A. Albrecht
Illinois State University | Undergraduate Degree |
DePaul University | Graduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
Beursgenoteerde bedrijven | 1 |
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MORNINGSTAR, INC. | Finance |
Bedrijven in privébezit | 4 |
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Bufka & Rodgers LLC
Bufka & Rodgers LLC Investment ManagersFinance Bufka & Rodgers LLC (BR) was founded in April 1987 in Schaumberg, Illinois. BR manages assets for clients including employee benefit plans, endowments, religious organizations and individual investors of substantial means. | Finance |
First Colonial Bankshares Corp. | Finance |
Harris Bank
Harris Bank Major BanksFinance Harris Bank provides commercial banking services. The bank provides deposit and lending, private bank and wealth management, middle-market investment banking, and real estate investment trust services. It is headquartered in Chicago, IL | Finance |
Mid-Continent Capital LLC
Mid-Continent Capital LLC Investment ManagersFinance Mid-Continent Capital LLC (MCC) is a wealth management firm headquartered in Chicago, Illinois. The firm was founded by John Mabie in 1983. They were acquired in 2023 by Connectus Wealth LLC, which is ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). MMC specializes in the management of equity and fixed income portfolios for private individuals and institutions. | Finance |