Adam Jonathan Sheer

Chief Executive Officer at The Roosevelt Investment Group LLC

Finance

Consumer Services

Adam Jonathan Sheer active positions

Companies	Position	Start	End
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	-
	President	2001-12-31	2012-12-31

Companies	Position	Start	End
The Center For Jewish-Arab Economic Development	Corporate Officer/Principal	-	-

Brandeis University

Undergraduate Degree

International

United States	3
Israel	2

Operational

Sectoral

Finance	2
Consumer Services	2

Positions held

Active

Inactive

Listed companies

Private companies

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

Private companies

Finance

The Center For Jewish-Arab Economic Development