Adam Jonathan Sheer
Chief Executive Officer at The Roosevelt Investment Group LLC
Profile
Mr. Adam J.
Sheer is a Co-Chief Executive Officer at The Roosevelt Investment Group LLC.
Mr. Sheer was the President of the firm and was transitioned into his current role in 2013.
Mr. Sheer was an Executive member of the predecessor firm, Sheer Asset Management, Inc., where he was responsible for business development, strategic planning and all client service divisions.
He has over 15 years of management experience.
Currently, he is on the board of SUNY State College of Optometry.
Mr. Sheer held a leadership position at the Center for Jewish-Arab Economic Development and was the President of the Suppliers to the New York State Association of Cemeteries.
Formerly, he was on the Board of BodyPositive, an AIDS services organization, the Parent-Child Home Program and the Heller School of Public Policy at Brandeis University.
He earned a BS in Economics from Brandeis University.
Adam Jonathan Sheer active positions
| Companies | Position | Start |
|---|---|---|
The Roosevelt Investment Group LLC
 The Roosevelt Investment Group LLC Investment ManagersFinance The Roosevelt Investment Group LLC (dba Roosevelt Investments) is a SEC-registered investment advisor headquartered in New York City. The firm was founded by P. James Roosevelt in 1971 as P. James Roosevelt, Inc. and changed their name to The Roosevelt Investment Group, Inc. in 1993. They are a wholly-owned subsidiary of CI Private Wealth LLC, an indirect majority-owned subsidiary of CI Financial Corp. (TSE: CIX, NYSE: CIXX) in Canada. Roosevelt Investments offers services to institutional and retail clients and wrap program sponsors. | Chief Executive Officer | 2012-12-31 |
Former positions of Adam Jonathan Sheer
| Companies | Position | End |
|---|---|---|
| The Center For Jewish-Arab Economic Development | Corporate Officer/Principal | - |
Training of Adam Jonathan Sheer
| Brandeis University | Undergraduate Degree |
Experiences
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| Private companies | 2 |
|---|---|
The Roosevelt Investment Group LLC
The Roosevelt Investment Group LLC Investment ManagersFinance The Roosevelt Investment Group LLC (dba Roosevelt Investments) is a SEC-registered investment advisor headquartered in New York City. The firm was founded by P. James Roosevelt in 1971 as P. James Roosevelt, Inc. and changed their name to The Roosevelt Investment Group, Inc. in 1993. They are a wholly-owned subsidiary of CI Private Wealth LLC, an indirect majority-owned subsidiary of CI Financial Corp. (TSE: CIX, NYSE: CIXX) in Canada. Roosevelt Investments offers services to institutional and retail clients and wrap program sponsors. | Finance |
| The Center For Jewish-Arab Economic Development |
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