Chief Investment Officer
Current
Oct 2021 - Present
AeroLeads people directory · profile
Douglas Roman, Cfa, Cmt Email & Phone Number
Chief Investment Officer
at
Gamma Asset Management
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 86%
Current company
Role
Chief Investment Officer
Location
Bryn Mawr, Pennsylvania, United States
Who is Douglas Roman, Cfa, Cmt? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Douglas Roman, Cfa, Cmt is listed as Chief Investment Officer at Gamma Asset Management, based in Bryn Mawr, Pennsylvania, United States. AeroLeads shows a matched LinkedIn profile for Douglas Roman, Cfa, Cmt.
Douglas Roman, Cfa, Cmt previously worked as Managing Director Senior VP at Pnc Amg and Chief Investment Officer at Millenium Bank. Douglas Roman, Cfa, Cmt holds Ms, Finance from Drexel University.
Company email context
Email format at Gamma Asset Management
This section adds company-level context without repeating Douglas Roman, Cfa, Cmt's masked contact details.
Gamma Asset Management
Review company-level records connected to Douglas Roman, Cfa, Cmt before choosing the right outreach path.
Profile bio
About Douglas Roman, Cfa, Cmt
A strategic and highly accomplished SENIOR FINANCIAL EXECUTIVE with an extensive record of experience in portfolio management/optimization, financial research and modeling, data analytics, multi-factor equity management, economic scenario generation, asset allocation, multi-asset class investment management, change management, performance attribution, and risk management. An innovative and analytical leader who develops financial models, creates and implements strategies, and manages portfolios to drive company growth. Leverages outstanding leadership and communication skills to train and develop analysts and liaise with clients and key stakeholders. A goal-oriented and focused top performer who drives the ownership of business results, capitalizes on lucrative new opportunities, and consistently exceeds goals.Process Optimization ● Written Presentations and Lectures ● Quantitative Analysis
Current workplace
Douglas Roman, Cfa, Cmt's current company
Company context helps verify the profile and gives searchers a useful next step.
6 roles · 37 years
Douglas Roman, Cfa, Cmt work experience
A career timeline built from the work history available for this profile.
Managing Director Senior Vp
Pnc Amg
- Developed investment process for PNC Capital Advisors’ Advantage portfolios (core, growth, value, and concentrated), successfully turning around underperforming product, utilizing process incorporating quantitative and.
- Served as portfolio manager for Advantage portfolio products ($7.5 billion), up from initially managing $20 million.
- Established benchmarks and processes for each equity portfolio of PNC investments.
- Built all quantitative models for use in Advantage process.
- Presented portfolio and market updates for clients and consultants.
- Made sales presentations and speeches regarding Advantage investment process and equity market.
Jun 2002 - Jul 2021
Chief Investment Officer
Millenium Bank
- Served as chief investment officer of Penn Street Advisors, investment advisory subsidiary of Millennium Bank, as well as portfolio manager for Penn Street Sector Rotation Fund, MFS Sector Rotation Fund, as well as.
- Chaired trust investment committee.
- Developed and maintained quantitative model for security selection and mutual fund ranking.
- Acted as member of stock selection, asset allocation, and investment committees.
- Received numerous citations in The Wall Street Journal as “Category King” and five-star status from Morningstar.
2000 - 2002
~2 yrs
Senior Investment Analysts
Vanguard
- Served as senior investment analyst for asset management and trust services area of Vanguard Group. Developed investment methodology and policy for department, developed asset allocations, and made fund selections..
- Instrumental in the development of seven portfolio and investment methodologies.
- Reviewed non-Vanguard securities and developed quantitative model for monitoring individual securities.
- Developed model for ranking non-Vanguard mutual funds.
- Trained new investment counselors on Vanguard’s investment methodology.
1996 - 2000
~4 yrs
Vp Research
Rittenhouse Financial
Researched potential investments and reviewed current holdings for stock selection committee. Served as member of stock selection committee. Conducted research in areas such as indexes and industries and generated reports on industries and companies. Wrote reports for marketing publications. Corresponded with clients regarding investment portfolio. Kept.
1993 - 1996
~3 yrs
Portfolio Manager
Corestates Capital Advisors
1989 - 1991
~2 yrs
2 education records
Douglas Roman, Cfa, Cmt education
Ms, Finance
Drexel University
Education record
Penn State University
FAQ
Frequently asked questions about Douglas Roman, Cfa, Cmt
Quick answers generated from the profile data available on this page.
What company does Douglas Roman, Cfa, Cmt work for?
Douglas Roman, Cfa, Cmt works for Gamma Asset Management.
What is Douglas Roman, Cfa, Cmt's role at Gamma Asset Management?
Douglas Roman, Cfa, Cmt is listed as Chief Investment Officer at Gamma Asset Management.
Where is Douglas Roman, Cfa, Cmt based?
Douglas Roman, Cfa, Cmt is based in Bryn Mawr, Pennsylvania, United States while working with Gamma Asset Management.
What companies has Douglas Roman, Cfa, Cmt worked for?
Douglas Roman, Cfa, Cmt has worked for Gamma Asset Management, Pnc Amg, Millenium Bank, Vanguard, and Rittenhouse Financial.
How can I contact Douglas Roman, Cfa, Cmt?
You can use AeroLeads to view verified contact signals for Douglas Roman, Cfa, Cmt at Gamma Asset Management, including work email, phone, and LinkedIn data when available.
What schools did Douglas Roman, Cfa, Cmt attend?
Douglas Roman, Cfa, Cmt holds Ms, Finance from Drexel University.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial