Roger Leibowitz

Roger Leibowitz has held a variety of roles in the financial services industry over the past 33 years. Roger began their career in 1987 as an Audit Manager at Ernst & Young. In 1992, they joined PrimeVest Financial Services as Vice President/Financial Officer of Compulife, Inc., a 3rd party marketing company specializing in the sale of investment products through financial institutions nationwide. In 2001, they became Executive Director of the Richmond Jewish Foundation. From 2005 to 2013, they held roles at The Bergman Group and Allied Beacon Partners, Inc., including Chief Operating Officer and Chief Financial Officer, respectively. Roger concluded their career at Cabot Lodge Securities, where they held the roles of Chief Financial Officer and Senior Vice President from 2013 to present.

Roger Leibowitz obtained a BS in Accounting from Virginia Tech's Pamplin College of Business between 1975 and 1979. Roger then went on to pursue a Master of Business Administration - MBA from Virginia Commonwealth University's School of Business between 1986 and 1990. Additionally, they hold a Certified Public Accountant license from the Virginia State Board of Accountancy, as well as Series 7, 24, 28, and 66 certifications from the Financial Industry Regulatory Authority (FINRA).