Rodger F.  Smith

Managing Director, Investment Management Expertise Investment Management,Intermediary Distribution,Asset Management Location United States,EMEA
Stay in Touch!

Rodger assists investment managers respond to business challenges and develop strategic and change-oriented solutions. Rodger launched the Firm's international business. He has worked with investment managers around the world for over 30 years and has deep experience advising on overall strategy, franchise-building initiatives in local markets and globally, product positioning and articulation, and strategies to strengthen client and consultant relationships. Rodger has authored numerous articles and is a frequent speaker on the investment management industry globally.

Before joining the Firm in 1976, Rodger was Vice President of investment for Allis-Chalmers, where he managed the firm's pension fund, managed equity assets internally and supervised a group of external investment management firms and custody banks. He is Chairman of the Trust Advisory Committee of Tau Beta Pi and Chair of the Dean's Advisory Board at the Wisconsin School of Business. Rodger received both his B.S. in chemical engineering (with high honors) and his MBA (with distinction) from the University of Wisconsin.

Affiliated Organizations/Philanthropy:  Rodger is Chair of the Investment Committee and leads the Vision Development Group of Tau Beta Pi (an engineering honorary society).

Quoted In:  Bloomberg, FundFire, New York Times,  P&I, Wall Street Journal, Financial Times

Contact Us