Roger A. Albrecht

Roger A. Albrecht

Portfolio Manager-Aktien bei Mid-Continent Capital LLC

Finance
Consumer Services

Profil

Mr. Roger A.
Albrecht
is an Executive Vice President & Portfolio Manager at Mid-Continent Capital LLC.
He joined Mid-Continent in 2006 following its merger with the affiliated firm, Bufka & Rodgers.
Mr. Roger Albrecht began his career in investments in 1990 as a Research Analyst for Morningstar, Inc. For three years, he conducted quantitative mutual fund research for its flagship publication Morningstar Mutual Funds.
From 1993 up to 1995, he was a Portfolio Manager at First Colonial Bankshares & Trust Company of Chicago (later merged into Firstar Investment Research & Management Corporation (FIRMCO) managing high net worth client investment portfolios.
In late 1995, Mr. Albrecht joined Harris Bank & Trust Company as a Vice President and Senior Portfolio Manager and for eight years was responsible for designing investment portfolio strategies for high net worth clients, researching debt and equity markets and securities and implementing market transactions.
He was a member of the Harris Equity Security Selection committee and a member of the Harris Tactical Asset Allocation committee.
Mr. Albrecht joined Bufka & Rodgers in 2003 as a Vice President and Portfolio Manager.
Mr. Albrecht received his BS degree in Finance from Illinois State University in 1990, his MS degree in Finance with Distinction in 2000 from DePaul University and was awarded the CFA charter in 1993.
He is a member of the CFA Institute and the CFA Society of Chicago.
He volunteers as an advisory board member of Campton United Soccer Club where he served as a past President for 8 years; he is also the Chairman of the Investment Committee for Fox Valley Hands of Hope where he served as Trustee for many years.

Aktive Positionen von Roger A. Albrecht

UnternehmenPositionBeginn
Portfolio Manager-Aktien 01.01.2006
Alle aktiven Positionen von Roger A. Albrecht

Ehemalige bekannte Positionen von Roger A. Albrecht

UnternehmenPositionEnde
Portfolio Manager-Aktien 31.12.2005
Portfolio Manager-Aktien 01.10.2003
First Colonial Bankshares Corp. Portfolio Manager-Aktien 01.01.1995
MORNINGSTAR, INC. Corporate Officer/Principal 31.12.1992
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Ausbildung von Roger A. Albrecht

Illinois State University Undergraduate Degree
DePaul University Graduate Degree

Erfahrungen
Besetzte Positionen

Aktive

Inaktive

Börsennotierte Unternehmen

Private Unternehmen

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Beziehungen

100 +

Beziehungen ersten Grades

7

Unternehmen ersten Grades

Herr

Frau

Aufsichtsräte

Führungskräfte

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Unternehmensverbindungen

Börsennotierte Unternehmen1
MORNINGSTAR, INC.

Finance

Private Unternehmen4

Finance

First Colonial Bankshares Corp.

Finance

Finance

Finance

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