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Jay L. Rogers
No open positions remaining
Finance
Consumer Services
Profile
Prior to joining the firm, Mr. Rogers was a Principal at R & L Partners LLC, providing strategic wealth management to affluent families.
Previously, he held positions of increasing responsibility with Morgan Stanley, Wells Fargo and Bear Stearns.
Mr. Rogers received his MBA summa cum laude from the University of Devonshire in London and his B.S.
from Northeastern University in Boston.
He is also a graduate of the United States Marine Corp Officer Candidate School in Quantico, VA. Mr. Rogers has been active with many charitable institutions including Junior Achievement and the Boy Scouts of America.
Former positions of Jay L. Rogers
| Companies | Position | End |
|---|---|---|
Bear, Stearns & Co., Inc.
 Bear, Stearns & Co., Inc. Investment Banks/BrokersFinance Provides investment banking, securities trading and brokerage Services | Corporate Officer/Principal | - |
| MORGAN STANLEY | Corporate Officer/Principal | - |
Wells Fargo Bank NA
 Wells Fargo Bank NA Major BanksFinance Operates as a nationally chartered commercial bank | Corporate Officer/Principal | - |
Diamond Portfolio Advisors LLC
 Diamond Portfolio Advisors LLC Investment ManagersFinance Diamond Portfolio Advisors uses a proprietary qualitative screening process and traditional financial analysis to construct portfolios of high quality stocks. They seek to provide clients with consistently superior risk-adjusted rates of return over the long-term. The firm's investment process begins with traditional fundamental financial analysis. They examine financial measures including revenue growth, earnings growth, earnings stability, profitability and balance sheet strength. Companies that pass the firm's fundamental criteria are then subjected to quality analysis. Once a company has met the firm's fundamental and quality criteria, Diamond analyzes the stock's appreciation potential. The PEG ratio is used to determine a stock's relative attractiveness at any particular moment in time. The Diamond portfolio attempts to remain focused on stocks that the firm believes exhibit superior potential and to remain broadly diversified to limit over exposure to any one sector of the market. The portfolio typically is invested in 30 stocks diversified across six broad economic sectors including technology, healthcare, services, consumer, regulated and industrial. Diamond attempts to remain fully invested at all times in order to optimize long-term growth and to avoid unintended market-timing errors. | Portfolio Manager-Equities | 01/12/2009 |
Training of Jay L. Rogers
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 5 |
|---|---|
Bear, Stearns & Co., Inc.
Bear, Stearns & Co., Inc. Investment Banks/BrokersFinance Provides investment banking, securities trading and brokerage Services | Finance |
Morgan Stanley
 Morgan Stanley Investment ManagersFinance Provides wealth and asset management, trading & investment banking services | Finance |
Wells Fargo Bank NA
Wells Fargo Bank NA Major BanksFinance Operates as a nationally chartered commercial bank | Finance |
Diamond Portfolio Advisors LLC
Diamond Portfolio Advisors LLC Investment ManagersFinance Diamond Portfolio Advisors uses a proprietary qualitative screening process and traditional financial analysis to construct portfolios of high quality stocks. They seek to provide clients with consistently superior risk-adjusted rates of return over the long-term. The firm's investment process begins with traditional fundamental financial analysis. They examine financial measures including revenue growth, earnings growth, earnings stability, profitability and balance sheet strength. Companies that pass the firm's fundamental criteria are then subjected to quality analysis. Once a company has met the firm's fundamental and quality criteria, Diamond analyzes the stock's appreciation potential. The PEG ratio is used to determine a stock's relative attractiveness at any particular moment in time. The Diamond portfolio attempts to remain focused on stocks that the firm believes exhibit superior potential and to remain broadly diversified to limit over exposure to any one sector of the market. The portfolio typically is invested in 30 stocks diversified across six broad economic sectors including technology, healthcare, services, consumer, regulated and industrial. Diamond attempts to remain fully invested at all times in order to optimize long-term growth and to avoid unintended market-timing errors. | Finance |
Northeastern University
 Northeastern University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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