Austin Rogers, Cfa, Cfp®
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Austin Rogers, Cfa, Cfp® Email & Phone Number

Partner | Co-Founder at MOSAIC Investment Partners, LLC
Location: Chicago, Illinois, United States 12 work roles 1 school
1 work email found @williamblair.com 3 phones found area 317 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 3 phones

Work email a****@williamblair.com
Direct phone (317) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
MOSAIC Investment Partners, LLC
Role
Partner | Co-Founder
Location
Chicago, Illinois, United States
Company size
4 employees

Who is Austin Rogers, Cfa, Cfp®? Overview

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Quick answer

Austin Rogers, Cfa, Cfp® is listed as Partner | Co-Founder at MOSAIC Investment Partners, LLC, a company with 4 employees, based in Chicago, Illinois, United States. AeroLeads shows a work email signal at williamblair.com, phone signal with area code 317, and a matched LinkedIn profile for Austin Rogers, Cfa, Cfp®.

Austin Rogers, Cfa, Cfp® previously worked as Director at Causeway Securities and Vice President at Halo Investing. Austin Rogers, Cfa, Cfp® holds Bs, Economics, Emphasis In Finance, Analytical Consulting, And Management from Purdue University - Krannert School Of Management.

Company email context

Email format at MOSAIC Investment Partners, LLC

This section adds company-level context without repeating Austin Rogers, Cfa, Cfp®'s masked contact details.

*@williamblair.com
68% confidence

AeroLeads found 1 current-domain work email signal for Austin Rogers, Cfa, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Austin Rogers, Cfa, Cfp®

I partner with RIAs/Family Offices/Financial Advisors to educate & implement Defined Return Investment (Income/Growth) Programs and Principal Protection Strategies using Structured Notes10 years of institutional investment management experience across investing, trading, sales, marketing and go-to-market strategyCFA CharterholderPurdue University - Krannert School of Management

Listed skills include Financial Services, Financial Modeling, Wealth Management, Economics, and 8 others.

Current workplace

Austin Rogers, Cfa, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

MOSAIC Investment Partners, LLC
Mosaic Investment Partners, Llc
Partner | Co-Founder
Chicago, IL, US
Website
causeway-securities.com
Employees
4
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Company profile
View company profile Email format
12 roles

Austin Rogers, Cfa, Cfp® work experience

A career timeline built from the work history available for this profile.

Director

Current
Causeway Securities

Chicago, Illinois, United States

Member of the investment team for Causeway Securities, LLC US covering the entire US RIA/Family Office marketplace

Dec 2022 - Present

Vice President

Halo Investing

Chicago, Illinois, United States

Jul 2021 - Dec 2022

Institutional Consulting Associate

William Blair

Chicago, IL

Institutional business development and investment consultant relations covering the Eastern Region of the U.S.

Oct 2018 - Sep 2020

Senior Sales & Operations Associate

William Blair

Chicago, IL

Hybrid RIA business development and client service support for the NYC Metro territory.

Dec 2015 - Oct 2018

Sales And Operations Associate

William Blair

Chicago, IL

Proactive outbound sales supporting the RIA & Wirehouse channels for the Mid Atlantic territory.

Jan 2015 - Dec 2015

Associate Financial Consultant

Charles Schwab

Chicago, IL

Financial Advisor to high net worth client relationships where I focussed on financial planning and portfolio management.

Jan 2014 - Dec 2014

Trading/Ops And Investment Specialist

Charles Schwab

Indianapolis, IN

Provided trade support, retirement/trust planning advice & portfolio management services to high net worth client relationships.

Jan 2013 - Dec 2013

Cell Biology Research Associate

Purdue University

Lafayette, Indiana Area

Jan 2011 - Dec 2012

Pharmacy Internship

Meijer Pharmacy

Indianapolis, Indiana Area

Apr 2009 - Apr 2011

Electrical Engineering Internship

Navsea

Crane, Indiana

May 2008 - Aug 2008
Team & coworkers

Colleagues at MOSAIC Investment Partners, LLC

Other employees you can reach at causeway-securities.com. View company contacts for 4 employees →

JM John Mcmonagle John Mcmonagle Colleague at Mosaic Investment Partners, Llc Glasgow, Scotland, United Kingdom, United Kingdom View → EN Eveshnee Naidoo Eveshnee Naidoo Colleague at Mosaic Investment Partners, Llc City Of Johannesburg, Gauteng, South Africa, South Africa View → AS Asher Smith Asher Smith Colleague at Mosaic Investment Partners, Llc Chicago, Illinois, United States, United States View → PO Paul O'Donnell Paul O'Donnell Colleague at Mosaic Investment Partners, Llc Belfast Metropolitan Area, United Kingdom View → BO Bobby Owen Bobby Owen Colleague at Mosaic Investment Partners, Llc United Kingdom, United Kingdom View → DO Daniel Order Daniel Order Colleague at Mosaic Investment Partners, Llc Greater London, England, United Kingdom, United Kingdom View → JC James Cowan James Cowan Colleague at Mosaic Investment Partners, Llc Belfast Metropolitan Area, United Kingdom View → NH Nick Hansen Nick Hansen Colleague at Mosaic Investment Partners, Llc United Kingdom, United Kingdom View → PH Päivi Hagelberg Päivi Hagelberg Colleague at Mosaic Investment Partners, Llc Greater Southampton Area, United Kingdom View → DO David O'Neill David O'Neill Colleague at Mosaic Investment Partners, Llc United Kingdom, United Kingdom View →
1 education record

Austin Rogers, Cfa, Cfp® education

FAQ

Frequently asked questions about Austin Rogers, Cfa, Cfp®

Quick answers generated from the profile data available on this page.

What company does Austin Rogers, Cfa, Cfp® work for?

Austin Rogers, Cfa, Cfp® works for MOSAIC Investment Partners, LLC.

What is Austin Rogers, Cfa, Cfp®'s role at MOSAIC Investment Partners, LLC?

Austin Rogers, Cfa, Cfp® is listed as Partner | Co-Founder at MOSAIC Investment Partners, LLC.

What is Austin Rogers, Cfa, Cfp®'s email address?

AeroLeads has found 1 work email signal at @williamblair.com for Austin Rogers, Cfa, Cfp® at MOSAIC Investment Partners, LLC.

What is Austin Rogers, Cfa, Cfp®'s phone number?

AeroLeads has found 3 phone signal(s) with area code 317 for Austin Rogers, Cfa, Cfp® at MOSAIC Investment Partners, LLC.

Where is Austin Rogers, Cfa, Cfp® based?

Austin Rogers, Cfa, Cfp® is based in Chicago, Illinois, United States while working with MOSAIC Investment Partners, LLC.

What companies has Austin Rogers, Cfa, Cfp® worked for?

Austin Rogers, Cfa, Cfp® has worked for Mosaic Investment Partners, Llc, Causeway Securities, Halo Investing, Halo Investing, Inc., and William Blair.

Who are Austin Rogers, Cfa, Cfp®'s colleagues at MOSAIC Investment Partners, LLC?

Austin Rogers, Cfa, Cfp®'s colleagues at MOSAIC Investment Partners, LLC include John Mcmonagle, Eveshnee Naidoo, Asher Smith, Paul O'Donnell, and Bobby Owen.

How can I contact Austin Rogers, Cfa, Cfp®?

You can use AeroLeads to view verified contact signals for Austin Rogers, Cfa, Cfp® at MOSAIC Investment Partners, LLC, including work email, phone, and LinkedIn data when available.

What schools did Austin Rogers, Cfa, Cfp® attend?

Austin Rogers, Cfa, Cfp® holds Bs, Economics, Emphasis In Finance, Analytical Consulting, And Management from Purdue University - Krannert School Of Management.

What skills is Austin Rogers, Cfa, Cfp® known for?

Austin Rogers, Cfa, Cfp® is listed with skills including Financial Services, Financial Modeling, Wealth Management, Economics, Investment Strategies, Investment Management, Mutual Funds, and Institutional Sales.

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