Roger Farrell Leibowitz
Director of Finance/CFO at Cabot Lodge Securities LLC
Profile
Roger Farrell Leibowitz is currently the Chief Financial Officer & Senior Vice President at Cabot Lodge Securities LLC.
He previously worked as the Executive Director at Richmond Jewish Foundation, Chief Operating Officer at Waterford Investor Services, Inc., Chief Financial Officer at Beacon Acquisition Partners, Inc., Chief Financial Officer at Allied Beacon Partners, Inc., Audit Manager at Ernst & Young LLP (Missouri), and Chief Operating Officer at Bergman Group, Inc. He also served as the Chief Financial Officer at First Capital Real Estate Trust, Inc. from 2015 to 2016.
Mr. Leibowitz received his undergraduate degree from Virginia Polytechnic Institute & State University and his MBA from Virginia Commonwealth University.
Roger Farrell Leibowitz active positions
| Companies | Position | Start |
|---|---|---|
Cabot Lodge Securities LLC
 Cabot Lodge Securities LLC Investment Banks/BrokersFinance Cabot Lodge Securities LLC (Cabot Lodge) is a registered broker/dealer headquartered in New York City. The firm is a subsidiary of PKS Holdings LLC. Cabot Lodge offers a broad spectrum of investment products and services via their comprehensive open architecture product platform, such as equities, fixed income, mutual funds, ETFs, variable annuities, REITs, and through their affiliates, separately managed accounts, life, health and disability insurance, mortgages, and wealth management and protection services. | Director of Finance/CFO | 2014-01-31 |
Former positions of Roger Farrell Leibowitz
| Companies | Position | End |
|---|---|---|
First Capital Real Estate Trust, Inc.
 First Capital Real Estate Trust, Inc. Real Estate Investment TrustsFinance First Capital Real Estate Trust, Inc. operated as a real estate investment trust. It invested in a variety of commercial property types, including office, industrial, retail and hospitality, single-tenant, multifamily, age-restricted residences and in other real estate-related assets. The company was founded on June 18, 2013 and was headquartered in New York, NY. | Director of Finance/CFO | 2016-01-05 |
Beacon Acquisition Partners, Inc.
 Beacon Acquisition Partners, Inc. MiscellaneousMiscellaneous Beacon Acquisition Partners, Inc. is a capital pool company, which engages in the ownership and management of companies that offer investment products, financial products and services, and wealth management solutions. The company was founded on March 13, 2007 and is headquartered in Ridgewood, NJ. | Director of Finance/CFO | - |
Ernst & Young LLP (Missouri)
 Ernst & Young LLP (Missouri) Miscellaneous Commercial ServicesCommercial Services Ernst & Young provides accounting services. Its services include auditing, accounting, tax and transaction services, assurance and advisory business, online transaction advisory and a wide range of financial services. The company was founded by Arthur Young and Alwin C. Ernst in 1881 and is headquartered in Kansas City, MO. | Corporate Officer/Principal | - |
| Richmond Jewish Foundation | Corporate Officer/Principal | - |
Bergman Group, Inc.
 Bergman Group, Inc. Investment ManagersFinance Founded by Richard Bergman, Bergman Group, Inc. is an investment advisor firm located in Los Angeles | Corporate Officer/Principal | - |
Training of Roger Farrell Leibowitz
| Virginia Polytechnic Institute & State University | Undergraduate Degree |
| Virginia Commonwealth University | Masters Business Admin |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 8 |
|---|---|
Waterford Investor Services, Inc.
 Waterford Investor Services, Inc. Investment Banks/BrokersFinance Part of Beacon Acquisition Partners, Inc., Waterford Investor Services, Inc. provides securities and insurance brokerage services. The company is based in Richmond, VA. Waterford Investor Services was acquired by Beacon Acquisition Partners, Inc. from AIC, Inc. on January 13, 2011 for $1.14 million. | Finance |
Beacon Acquisition Partners, Inc.
Beacon Acquisition Partners, Inc. MiscellaneousMiscellaneous Beacon Acquisition Partners, Inc. is a capital pool company, which engages in the ownership and management of companies that offer investment products, financial products and services, and wealth management solutions. The company was founded on March 13, 2007 and is headquartered in Ridgewood, NJ. | Miscellaneous |
First Capital Real Estate Trust, Inc.
First Capital Real Estate Trust, Inc. Real Estate Investment TrustsFinance First Capital Real Estate Trust, Inc. operated as a real estate investment trust. It invested in a variety of commercial property types, including office, industrial, retail and hospitality, single-tenant, multifamily, age-restricted residences and in other real estate-related assets. The company was founded on June 18, 2013 and was headquartered in New York, NY. | Finance |
Cabot Lodge Securities LLC
Cabot Lodge Securities LLC Investment Banks/BrokersFinance Cabot Lodge Securities LLC (Cabot Lodge) is a registered broker/dealer headquartered in New York City. The firm is a subsidiary of PKS Holdings LLC. Cabot Lodge offers a broad spectrum of investment products and services via their comprehensive open architecture product platform, such as equities, fixed income, mutual funds, ETFs, variable annuities, REITs, and through their affiliates, separately managed accounts, life, health and disability insurance, mortgages, and wealth management and protection services. | Finance |
Ernst & Young LLP (Missouri)
Ernst & Young LLP (Missouri) Miscellaneous Commercial ServicesCommercial Services Ernst & Young provides accounting services. Its services include auditing, accounting, tax and transaction services, assurance and advisory business, online transaction advisory and a wide range of financial services. The company was founded by Arthur Young and Alwin C. Ernst in 1881 and is headquartered in Kansas City, MO. | Commercial Services |
Bergman Group, Inc.
Bergman Group, Inc. Investment ManagersFinance Founded by Richard Bergman, Bergman Group, Inc. is an investment advisor firm located in Los Angeles | Finance |
| Richmond Jewish Foundation | |
Allied Beacon Partners, Inc.
 Allied Beacon Partners, Inc. Investment ManagersFinance Founded in 1984, Allied Beacon Partners, Inc. is a registered investment advisor located in Richmond, Virginia. The firm is a subsidiary of Beacon Acquisition Partners, Inc. | Finance |
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