Profile
Ms. Rachel Roffman is Operations Analyst at Herndon Capital Management LLC.
Before coming to Herndon Capital Management, LLC, Ms. Roffman spent 2 years at Capital Management Advisors, and RIA firm in Marietta, GA.
There she divided her time between Operations, Trade Support and Research.
Prior to that she lived in Baltimore MD and worked for Baltimore-Washington Financial Advisors, where she was the Investment Operations Manager.
Her experience also includes working in the Corporate Trust Department for M&T Bank and for the Investment Management Services Department for Legg Mason Smith Barney.
Ms. Roffman earned a Bachelor of Science in Communications from Towson University in Baltimore.
Former positions of Rachel Roffman
| Companies | Position | End |
|---|---|---|
Capital Management Advisors, Inc.
 Capital Management Advisors, Inc. Investment ManagersFinance Part of Consolidated Capital Management, Inc., Capital Management Advisors, Inc. is a company that provides investment advice. The company is based in Marietta, GA. | Corporate Officer/Principal | 2011-05-30 |
Baltimore-Washington Financial Advisors, Inc.
 Baltimore-Washington Financial Advisors, Inc. Investment ManagersFinance Baltimore-Washington Financial Advisors, Inc. (BWFA) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Columbia, Maryland. Founded in 1986, BWFA manages investments primarily for individuals, families, trusts, estates, foundations, and religious, charitable, and other non-profit organizations. | Corporate Officer/Principal | - |
| LEGG MASON, INC. | Corporate Officer/Principal | - |
| M&T BANK CORPORATION | Corporate Officer/Principal | - |
Training of Rachel Roffman
| Towson University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| M&T BANK CORPORATION | Finance |
| Private companies | 3 |
|---|---|
Legg Mason, Inc.
 Legg Mason, Inc. Investment ManagersFinance Legg Mason, Inc. is a holding company. It engages in the provision of investment management and related products and services to institutional and individual clients, company-sponsored mutual funds, and other investment vehicles. The company was founded in 1981 and is headquartered in Baltimore, MD. | Finance |
Baltimore-Washington Financial Advisors, Inc.
Baltimore-Washington Financial Advisors, Inc. Investment ManagersFinance Baltimore-Washington Financial Advisors, Inc. (BWFA) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Columbia, Maryland. Founded in 1986, BWFA manages investments primarily for individuals, families, trusts, estates, foundations, and religious, charitable, and other non-profit organizations. | Finance |
Capital Management Advisors, Inc.
Capital Management Advisors, Inc. Investment ManagersFinance Part of Consolidated Capital Management, Inc., Capital Management Advisors, Inc. is a company that provides investment advice. The company is based in Marietta, GA. | Finance |
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