ROOF ADVISORY GROUP ANNOUNCES NEW CHIEF INVESTMENT OFFICER
On: July 9, 2018 Filed Under: Member News
Harrisburg, July 9, 2018 – Roof Advisory Group’s Senior Portfolio Manager, Dan Eye, has been promoted to Chief Investment Officer. This new role provides strategic executive leadership and ongoing, effective investment strategies for the firm’s clientele. Dan joined the Harrisburg-based investment management and financial planning firm in 2014. He is a holder of the Series 65 – Registered Investment Advisor Representative and is a Chartered Financial Analyst® Charterholder. Dan’s increased leadership and management responsibilities include managing and coordinating activities relating to the firm’s disciplined portfolio management process. He will continue to report to the firm’s President and CEO, Jeffrey Roof.
Follow Us on LinkedIn to stay up to date on our business.
Roof Advisory Group is an independent, Registered Investment Advisor located in Harrisburg, PA and serving clients across the USA for 20 years. The sole mission of the firm is delivering objective investment management and financial advice as fee-only fiduciaries. Roof Advisory Group has been recognized nearly 30 times from national honors such as Top Wealth Managers, Top Performing Firm, to local Reader’s Choice and Simply the Best. When you’re serious about managing your money®, contact Roof Advisory Group.