Roger Willis

Roger Willis, CFA has a comprehensive and extensive work experience in the investment consulting and wealth management industry. Roger is currently the Director of Research at Asset Consulting Group (ACG), a reputable investment consulting firm. Prior to their current role, they served as a Director at ACG and played a key role in advising clients with over $100 billion in assets. Before joining ACG, Roger worked at Wells Fargo as an SVP/Regional Investment Manager. Roger also served as a Managing Director of Wealth Management at Wachovia Bank and Chief Investment Officer at AG Edwards Trust Company FSB. Roger began their career as a Research Analyst at RMB Asset Management and later became an Equity Trader at Standard Corporate & Merchant Bank. Overall, Roger Willis brings a wealth of experience and expertise to the field of investment and wealth management.

Roger Willis, CFA completed their Bachelor of Commerce degree in Economics and Finance at the University of KwaZulu-Natal from 1989 to 1991. Roger then pursued further education at the same university, earning an Honours degree in Economics in 1992.