- Investment ManagementInformation you provide in an investment management agreement and other forms (such as name, address, social security number, date of birth, income, and other financial-related information).
- Mutual FundsMichael Miranda joined the firm in 2011 and is the Director of Marketing. He is primarily responsible for the firm’s overall marketing, communication strategies, messaging, reporting and overall branding. He was previously a Regional Director at the firm, primarily responsible for sales coverage in the Mid-Atlantic Region. Prior to joining the firm, Michael was an Internal Wholesaler at Smart Growth Mutual Funds and Director at SPA Exchange Traded Funds. Prior to that, he served on the Prudential Equities Institutional Sales Desk, worked at Pimco Equity Advisors, and Oppenheimer Capital.
- Bonds
- Wealth ManagementAs President Theodore Roosevelt’s cousin, P. James was extending his family’s legacy of leadership and entrepreneurship, offering wealth management and investment services to endowments, families, institutional clients, and individuals.
- Financial PlanningRoosevelt’s investment strategies are available on various SMA platforms at leading broker/dealers and financial planning firms. If you have any questions, please contact our Sales Desk.
- Retirement PlanningCorie Gabriel joined the firm in 2008 and is the Director of CI Roosevelt Private Wealth. Corie focuses on guiding clients and their families in areas of personal planning to help them accomplish their long-term goals. In addition to his work with individual families, Corie specializes in helping funeral service professionals to manage their business investments in conjunction with their long-term personal planning. Corie regularly provides speaking engagements and authors articles on the topics of investment management and retirement planning. He is an active participant with many state, regional, and national groups across investment management and funeral service. Prior to joining the firm, Corie was a Senior Relationship Manager at Fisher Investments. He was also formerly a Financial Advisor and Retirement Planning Specialist at Morgan Stanley and Wachovia Securities, respectively.
- Asset ManagementArthur Sheer shared P. James’s vision. In 1990, Arthur founded Sheer Asset Management, Inc., embodying similar values of family strength, entrepreneurial spirit, and an unwavering commitment to risk management. Roosevelt and Sheer were pursuing the same goals, and in 2002, The Roosevelt Investment Group, Inc. merged into Sheer Asset Management, Inc, retaining The Roosevelt Investment Group, Inc. as the name of the combined firm. In 2020 the firm merged with and into The Roosevelt Investment Group, LLC, a sister company that was organized as part of a restructuring contemplated as part of the sale of the business to CI Financial Corp. The Roosevelt Investment Group, LLC was then acquired by CI US Holdings, Inc., a subsidiary of CI Financial Corp.