Robert G. Roach, Jr.

Robert G. Roach, Jr. Email and Phone Number

Managing Director @ Black Opal Partners
Dublin, OH, US
Robert G. Roach, Jr.'s Location
Dublin, Ohio, United States, United States
Robert G. Roach, Jr.'s Contact Details

Robert G. Roach, Jr. personal email

n/a
About Robert G. Roach, Jr.

Seasoned executive with documented successes as a Chief Compliance Officer, Chief Financial Officer, and Chief Operating Officer. Have raised or transacted over $640 million in capital primarily to the benefit of startup, early stage and growth companies including debt, private equity, venture capital and Angel funding. Industry experience includes managing operations and/or compliance for Registered Investment Advisors, Registered Investment Companies, and Broker Dealers allowing their owners to focus on growing the business and client relationships. Also possess C-level, capital raising, or investment banking experience with Fulfillment, B to C Services (e-commerce, call centers and marketing) and start-up telecom & technology companies. Have successfully navigated several SEC & FINRA audits acting as the regulators' key point of contact. Broad proficiency in management, finance, compliance, investments, business development, vendor management, corporate finance, capital raising, and Board of Directors. Strong interest in Fintech, economic impact opportunities, democratization of investment management opportunities, emerging markets, and growth companies. (linkedin.com/in/robertgroach).

Robert G. Roach, Jr.'s Current Company Details
Black Opal Partners

Black Opal Partners

View
Managing Director
Dublin, OH, US
Employees:
6
Robert G. Roach, Jr. Work Experience Details
  • Black Opal Partners
    Managing Director
    Black Opal Partners
    Dublin, Oh, Us
    View
  • Strive Asset Management
    Senior Compliance Advisor
    Strive Asset Management May 2023 - Present
    View
  • Atlantic Industrial Group
    Board Member
    Atlantic Industrial Group Sep 2022 - Present
    View
  • Black Opal Partners
    Managing Director
    Black Opal Partners Oct 2019 - Present
    White Plains, New York, Us
    Black Opal Partners Inc. (“Black Opal Partners,” “Black Opal,” or “BOP”) was founded by a team of seasoned investment executives to provide corporate finance, investment management & capital raising services. The team possesses on average over 33 years of experience at major financial services institutions with strong expertise in private placements, portfolio management, investment research, real estate, and engineering.BOP tends to favor industries that are attractive based upon risk/return profile, potential market growth, the transformative use of technology, and innovation in product and business operations. We are also attracted to industries that possess several peripheral investment themes and opportunities.While industry agnostic, the team has specific expertise in Financial services/ Fintech, Real Estate, Cannabis, Media & Communications, Internet, Technology, and Investment Management. Our transaction and operating expertise in various industries makes us uniquely qualified to provide a broad spectrum of capital raising, portfolio management, corporate finance and M&A advisory services.Black Opal Partners possesses the structuring and underwriting investment experience as well as operational technical expertise with early stage and growth situations to circumnavigate the landmines to be found with industries undergoing transformative growth.
    View
  • Dss-Americafirst Quantitative Funds
    Chief Compliance Officer
    Dss-Americafirst Quantitative Funds Sep 2018 - Present
  • Roach Corp
    President
    Roach Corp Jan 2018 - Present
    View
  • Dss Wealth Management, Inc.
    Chief Compliance Officer, Operations
    Dss Wealth Management, Inc. Sep 2018 - Aug 2023
  • Americafirst Capital Management, Llc - Evolutions Program
    Director Of Business Development
    Americafirst Capital Management, Llc - Evolutions Program Jun 2018 - Dec 2021
    AmericaFirst's Evolutions Program allows RIAs, financial advisors and wealth managers the infrastructure and ability to manage their own mutual fund with low upfront costs and a very competitive operating expense structure.
  • Commongood Capital
    Finop
    Commongood Capital Apr 2018 - Mar 2021
    Orlando, Fl, Us
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  • Haiti Venture Impact Partners
    Member Board Of Advisors & Investment Committee
    Haiti Venture Impact Partners Jul 2017 - Jun 2020
    Boston, Ma, Us
    View
  • Ocp Capital Llc
    Managing Principal & Cco
    Ocp Capital Llc May 2018 - May 2020
  • Nile Capital Management, Llc
    Member, Board Of Trustees, Nile Capital Investment Trust
    Nile Capital Management, Llc Jan 2012 - Mar 2019
    Princeton, Nj, Us
    Member of the Board of Trustees for the Nile Capital Investment Trust which includes the Nile Pan Africa Fund.
    View
  • Nile Capital Management, Llc
    Coo/Cfo/Cco & Principal
    Nile Capital Management, Llc Oct 2009 - Jan 2012
    Princeton, Nj, Us
    Nile Capital Management is a minority-owned, SEC Registered Investment Adviser that was founded to manage mutual and hedge funds focused on investments in Africa. We manage the Nile Pan Africa Fund (Ticker: NAFAX) which is currently the only actively managed equity mutual fund providing a direct focus to Africa. The fund is available to investors on the Schwab, Fidelity, Pershing, Scottrade, E*Trade, Vanguard, Brokers Xpress, Ameriprise, Morgan Keegan, Commonwealth Financial, Shareholder Services, and Sterne Agee platforms as well as directly though www.nilefunds.com. Interested investors or financial advisers should contact me at robert.roach@nilecapital.com.
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  • Nile Capital Management, Llc
    Ceo, Principal & Finop
    Nile Capital Management, Llc Feb 2003 - Mar 2011
    Princeton, Nj, Us
    Minority-owned, boutique investment bank servicing the microcap market. Services include: private placements, PIPEs, reverse mergers and M&A advisory services.
    View
  • Trilinc Global, Llc
    Cfo/ Chief Operating Officer
    Trilinc Global, Llc Jan 2017 - Jun 2017
    Manhattan Beach, Ca, Us
    TriLinc Global, LLC is an impact fund sponsor dedicated to launching and managing innovative products intended to exponentially increase participation in impact investing. Founded in 2008, TriLinc Global aims to harness the power of private sector capital for good and has developed a systematic approach to impact investment packaging, registration, management and distribution. Leveraging the experience and expertise of its partner-employees, TriLinc Global is building a robust offering of alternative investment products that provide investors with access to unique and competitive yield-oriented strategies that change the world for the better. TriLinc Global is committed to creating scalable, sustainable solutions for some of the world’s intractable socioeconomic and environmental challenges through investing, while offering investors the potential for market-rate financial returns and positive, measurable impact. TriLinc plays an active industry-building role with peers, investors, financial service providers and the general public, in order to grow and strengthen the impact investing sector. In particular, TriLinc forges innovative partnerships with financial institutions and academia and spearheads initiatives to develop young talent for the industry.
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  • Americafirst Securities, Inc.
    Managing Director, Cfo & Cco
    Americafirst Securities, Inc. Mar 2012 - Jul 2016
    AmericaFirst Securities is the broker/dealer subsidiary of AmericaFirst Capital Management, LLC. It is also the sponsor of unit investment trusts issued by AmericaFirst Quantitative Trust.
  • Americafirst Securities, Inc.
    Chief Compliance Officer
    Americafirst Securities, Inc. Feb 2012 - Jul 2016
    AmericaFirst Capital Management is the investment manager for the AmericaFirst Quantitative Funds which include: AmericaFirst Absolute Return Fund, AmericaFirst Defensive Growth Fund, AmericaFirst Income Trends Fund, AmericaFirst Quantitative Strategies Fund and AmericaFirst Seasonal Trends Fund. AmericaFirst also owns AmericaFirst Securities, Inc., a FINRA licensed broker-dealer. Mr. Roach serves as Managing Director, CFO & CCO of AmericaFirst Securities.
  • Fulfillment Plus
    Coo & Cfo
    Fulfillment Plus 1999 - 2002
    Led turnaround in sales and profitability of a call center and fulfillment company.
  • Rgg Capital Corp
    Principal & Finop
    Rgg Capital Corp 1996 - 1999
    Co-founded FINRA-licensed investment bank to raise capital for technology growth companies. Sold firm in 1999.
  • Landover Holdings
    Consultant
    Landover Holdings 1994 - 1996
    Raised capital in support of early stage telecom and technology companies.
  • Us West Financial Services
    Corporate Finance Group
    Us West Financial Services 1991 - 1993
    Recruited to assist in the building of a $700 million leveraged portfolio (senior and mezzanine debt) with a 20% ROE for the Corporate Finance Division.
  • Ge Capital
    Assistant Vice President
    Ge Capital 1989 - 1991
    Norwalk, Ct, Us
    Originated, screened and structured highly leveraged transactions for $9 billion portfolio.
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  • Travelers Insurance
    Assistant Investment Officer
    Travelers Insurance 1986 - 1989
    New York, Ny, Us
    Originated debt and equity investments for the Private Placements Division.
    View
  • First National Bank Of Chicago
    First Scholar
    First National Bank Of Chicago 1983 - 1985
    Rotational management training program. Completed rotations in: International Operations, M&A, Real Estate Lending, Training & Education and Venture Capital.

Robert G. Roach, Jr. Skills

Private Equity Investments Venture Capital Hedge Funds Mergers And Acquisitions Securities Investment Banking Equities Due Diligence Mutual Funds Portfolio Management Finance Corporate Finance Mergers Investment Management Private Placements Executive Management Strategy Financial Services Financial Analysis Investor Relations Entrepreneurship Alternative Investments Asset Management Series 7 Asset Managment Financial Modeling Structured Finance Contract Negotiation Wealth Management Capital Markets Financial Advisory Funding Bonds Capital Compliance Investment Strategies Corporate Development Broker Dealer Compliance Investment Advisor Compliance Emerging Markets Investment Advisory Unit Investment Trusts Compliance Oversight Finop Ipo Operations Financial Structuring Finra Fund Of Funds

Robert G. Roach, Jr. Education Details

  • Wharton Executive Education
    Wharton Executive Education
    Fintech Revolution: Transformative Financial Services And Strategies
  • The University Of Chicago Booth School Of Business
    The University Of Chicago Booth School Of Business
    Finance
  • Dartmouth College
    Dartmouth College
    Economics
  • Noble & Greenough School
    Noble & Greenough School
    Diploma

Frequently Asked Questions about Robert G. Roach, Jr.

What company does Robert G. Roach, Jr. work for?

Robert G. Roach, Jr. works for Black Opal Partners

What is Robert G. Roach, Jr.'s role at the current company?

Robert G. Roach, Jr.'s current role is Managing Director.

What is Robert G. Roach, Jr.'s email address?

Robert G. Roach, Jr.'s email address is rr****@****ant.com

What is Robert G. Roach, Jr.'s direct phone number?

Robert G. Roach, Jr.'s direct phone number is +164636*****

What schools did Robert G. Roach, Jr. attend?

Robert G. Roach, Jr. attended Wharton Executive Education, The University Of Chicago Booth School Of Business, Dartmouth College, Noble & Greenough School.

What are some of Robert G. Roach, Jr.'s interests?

Robert G. Roach, Jr. has interest in Economic Empowerment, Civil Rights And Social Action, Education, Poverty Alleviation, Investing And Politics.

What skills is Robert G. Roach, Jr. known for?

Robert G. Roach, Jr. has skills like Private Equity, Investments, Venture Capital, Hedge Funds, Mergers And Acquisitions, Securities, Investment Banking, Equities, Due Diligence, Mutual Funds, Portfolio Management, Finance.

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