Profilo
Ms. Rebecca J.
Rogers is a Senior Portfolio Manager at Wilmington Trust Investment Advisors, Inc. She is responsible for managing collective funds and separately managed portfolios of tax-exempt municipal bonds.
She works with high-net-worth clients to develop customized investment portfolios based on their unique parameters for risk, return, and liquidity.
After taking the time to listen to her client’s objectives and to understand any tax, legal, and personal considerations, she then structures a well-diversified portfolio in keeping with her recommended asset allocation program.
She continually monitors and rebalances her clients’ portfolios to meet their evolving needs and to take advantage of new investment opportunities.
She is a member of the Municipal Buyers’ Conference and is actively involved in the community through The Girl Scouts of America, serving as a troop leader.
She is also a member of the Alumni Council and Board of Trustees of the Tatnall School.
Prior to joining Wilmington Trust Investment Advisors in 2010, Ms. Rogers worked at PNC Capital Advisors, where she was Director of Portfolio Management and Trading.
In that capacity, she was responsible for managing over $6.5 billion in tax exempt assets including mutual funds, common trust funds ,and separately managed accounts.
She holds a bachelor’s degree in English from Dickinson College.
Precedenti posizioni note di Rebecca Jeanne Rogers
| Società | Posizione | Fine |
|---|---|---|
Wilmington Trust Investment Advisors, Inc.
 Wilmington Trust Investment Advisors, Inc. Investment ManagersFinance Wilmington Trust Investment Advisors, Inc. (WTIA) is a mutual fund manager and registered investment advisor headquartered in Wilmington, Delaware. The firm was founded as MTB Investment Advisors, Inc. in 1995 as the result of a merger between Allied Investment Advisors and M&T Asset Management. In 2012, their name was changed to WTIA. The firm is a wholly-owned subsidiary of Manufacturers and Traders Trust Co. (M&T Bank), which is owned by M&T Bank Corp. (NYSE: MTB). WTIA principally provides investment management services to institutional clients. They also serve as sub-advisor to the Wilmington Funds, a family of mutual funds. | Portfolio Manager-Fixed Income | 01/12/2019 |
A.H. Williams, Inc.
 A.H. Williams, Inc. Investment ManagersFinance Part of The Toronto-Dominion Bank, A.H. Williams, Inc. is an American public finance investment company. The company is based in NY. A.H. Williams was acquired by Commerce Bancorp LLC (New Jersey) on March 27, 1998. | Corporate Officer/Principal | - |
PNC Capital Advisors LLC
 PNC Capital Advisors LLC Investment ManagersFinance PNC Capital Advisors LLC (PCA) is a SEC-registered investment advisor headquartered in Baltimore, Maryland. The firm is a wholly-owned direct subsidiary of PNC Bank, NA, which is wholly-owned by The PNC Financial Services Group, Inc. (NYSE: PNC), a financial holding company. The firm was founded in 2009 from the business combination of PNC Capital Advisors, Inc. and Allegiant Asset Management Co. following the acquisition of National City Corp., the parent of Allegiant, by PNC. PCA provides taxable fixed income discretionary investment advisory services to institutional accounts. | Portfolio Manager-Fixed Income | - |
Formazione di Rebecca Jeanne Rogers
| Dickinson College | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 3 |
|---|---|
Wilmington Trust Investment Advisors, Inc.
Wilmington Trust Investment Advisors, Inc. Investment ManagersFinance Wilmington Trust Investment Advisors, Inc. (WTIA) is a mutual fund manager and registered investment advisor headquartered in Wilmington, Delaware. The firm was founded as MTB Investment Advisors, Inc. in 1995 as the result of a merger between Allied Investment Advisors and M&T Asset Management. In 2012, their name was changed to WTIA. The firm is a wholly-owned subsidiary of Manufacturers and Traders Trust Co. (M&T Bank), which is owned by M&T Bank Corp. (NYSE: MTB). WTIA principally provides investment management services to institutional clients. They also serve as sub-advisor to the Wilmington Funds, a family of mutual funds. | Finance |
A.H. Williams, Inc.
A.H. Williams, Inc. Investment ManagersFinance Part of The Toronto-Dominion Bank, A.H. Williams, Inc. is an American public finance investment company. The company is based in NY. A.H. Williams was acquired by Commerce Bancorp LLC (New Jersey) on March 27, 1998. | Finance |
PNC Capital Advisors LLC
PNC Capital Advisors LLC Investment ManagersFinance PNC Capital Advisors LLC (PCA) is a SEC-registered investment advisor headquartered in Baltimore, Maryland. The firm is a wholly-owned direct subsidiary of PNC Bank, NA, which is wholly-owned by The PNC Financial Services Group, Inc. (NYSE: PNC), a financial holding company. The firm was founded in 2009 from the business combination of PNC Capital Advisors, Inc. and Allegiant Asset Management Co. following the acquisition of National City Corp., the parent of Allegiant, by PNC. PCA provides taxable fixed income discretionary investment advisory services to institutional accounts. | Finance |
- Borsa valori
- Insiders
- Rebecca Jeanne Rogers
