Jeff Roush

Jeff Roush has held a number of roles in the financial services industry since 1987. Jeff began their career at Benaroya Family Office as SVP and Managing Director. In 1989, they moved to Schwab Institutional as SVP. In 1998, they were EVP at Assante - Loring Ward MFO, where they reported to the CEO and headed up the U.S. mergers and acquisitions strategy. In 2000, they were COO and Head of Corporate Development at Harris Bank and Harris myCFO. Later that year, they became EVP and COO at DLJ, CSFB, Harris Private Bank/myCFO, where they were head of acquisitions for the U.S. Wealth Advisory and Family Office segments. In 2005, they were Interium CEO and President at Tamalpais Wealth Management. From 2007 to 2014, they were Co-Founder Managing Partner at Argos Wealth Advisors, LLC, and also advised Private Single Family Offices. In 2017, they became Co-Founder and Head of Strategy at Fabric RQ and later became Chief Operating Officer and Co-Founder and Head of Strategic Development.

Jeff Roush attended the University of Wisconsin-Whitewater from 1975 to 1979, where they earned a B.B.A in Business, Finance and Business Law.