ASSET CONSULTING GROUP
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.
ASSET CONSULTING GROUP
Asset Consulting Group (ACG) is an investment consulting firm focused exclusively on providing comprehensive, customized and objective investment advice to a select group of clients. At ACG, our success and longevity are a result of the depth and stability of our team, our accuracy and innovation, our expert research, and the custom solutions we provide to our clients. We advise to over 100 billion dollars in client assets. Our structure combines the resources of a larger firm with the flexibility of a smaller firm. Our clients include private investors, endowments, foundations, pension funds & insurance companies. Our Managing Directors have worked together at ACG for an average of 25 years, providing both consistency and continuity in our approach and process. Our senior investment professionals are highly credentialed in many disciplines including: investment management, securities trading, custody, real estate, mortgage banking and public accounting. Our team-oriented approach brings the depth of necessary resources to each individual relationship, and our clients have confidence that our recommendations are based upon significant research and experience. Investing involves risk, including the possible loss of principal.