Roger C. Gibson, CFA
Founding Partner
Areas of Expertise:
Asset allocation, collaborative client/advisor portfolio design, investor psychology
Favorite Pastimes:
Biking, reading across a wide variety of interests, old black and white movies
Hometown:
Butler, Pennsylvania
Loves:
Spending time with family and good friends
GC Tour of Duty:
1989 to present
Roger C. Gibson, CFA
Founding Partner
I am best known as the author of the investment classic, Asset Allocation: Balancing Financial Risk (McGraw-Hill). First published in 1989 and released in its fifth edition in 2013, it has been published in seven languages. It was the first book written on asset allocation and remains a go-to resource on the subject for financial professionals.
I dedicated the first three decades of my career at the firm to speaking at hundreds of conferences for investment professionals around the globe, teaching them about the benefits of multiple asset class diversification, the psychology of investor decision-making, and promoting the fiduciary principles. I co-founded the Center for Fiduciary Studies (now known as Fi360 – A Broadridge Company) in 2000 and proudly serve as a steering group member and former chairman of the Committee for the Fiduciary Standard, a group of leading financial advisors working to uphold stricter standards for all those who provide investment advice.
I hold the professional designation of Chartered Financial Analyst (CFA) and earned my Masters of Science in Industrial Administration (MSIA) from Carnegie Mellon University. In my free time, I enjoy a terrible round of golf, play clarinet with my daughter in a concert band, and like to hang out with my three grandchildren, Emmett, Will, and Oren.
Areas of Expertise:
Asset allocation, collaborative client/advisor portfolio design, investor psychology
Favorite Pastimes:
Biking, reading across a wide variety of interests, old black and white movies
Hometown:
Butler, Pennsylvania
Loves:
Spending time with family and good friends
GC Tour of Duty:
1989 to present
