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Roger C Gibson, CFA
Founding Partner

Roger is 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 remains a bestselling book on asset allocation. The book has been published in German, Japanese, Korean, Chinese, Indian, and Russian editions.

Roger has been a frequent speaker at national and international conferences for investment professionals for 30 years. He is a steering group member and a past chairman of the Committee for the Fiduciary Standard, a group of leading financial advisors working to uphold stricter standards for all of those who provide investment advice.

Roger holds the professional designation of Chartered Financial Analyst (CFA) and earned his MBA from Carnegie Mellon University.