Roger Rama, CFA

Managing Director, Portfolio Manager @ Silvercrest Asset Management

Country

United States

City

Milwaukee

Industry

Investment Management

Skill

Equity Research, Financial Analysis, Corporate Finance, Financial Modeling, Research, Valuation, Bloomberg, Financial Markets, Investments, Capital Markets, Portfolio Management, Finance, Due Diligence, Equities, Microsoft Excel, Microsoft Office, Data Analysis

Experience

Managing Director, Portfolio Manager

Silvercrest Asset Management

2025-4 - Present · 1 yr 6 mos

Portfolio Manager

Silvercrest Asset Management

2024-11 - Present · 1 yr 11 mos

Analyst

Silvercrest Asset Management

2019-7 - 2024-10 · 5 yrs 4 mos

Greater Milwaukee Area

Equity Analyst

Cortina Asset Management

2015-7 - 2019-6 · 4 yrs

Milwaukee, Wisconsin

Equity Research Associate

Baird

2013-7 - 2015-6 · 2 yrs

Milwaukee, Wisconsin

Provided research and stock advice on a group of publicly traded industrial companies in the process controls sector. Responsible for writing research notes, creating and maintaining earnings models for companies, and conducting proprietary research to provide institutional clients with information from which they can make calculated investment decisions.

Equity Research Analyst

Baird

2011-7 - 2013-6 · 2 yrs

Milwaukee, Wisconsin

Equity research analyst covering the Process Controls industry at Robert W. Baird & Co. Provided investment advice on publicly traded industrial companies to institutional clients.

Head Teaching Assistant - Financial Management

Michigan State University

2009-12 - 2011-5 · 1 yr 6 mos

Broad Scholar - Professorial Assistant

Michigan State University

2008-8 - 2009-12 · 1 yr 5 mos

August 2008-May 2009: Researched financial markets programs at top universities with Professor Elizabeth Booth.

Equity Research Analyst Intern

Baird

2010-6 - 2010-8 · 3 mos

Interned on the Education Services team for 12 weeks. Wrote a 91 page industry primer on the post-secondary market. Created a model for Bridgepoint Education. Contributed in writing research notes, earnings reports, and monthly class notes sent out to clients. Regularly updated company fact sheets. Actively participated in discussions regarding action toward stocks.