Roman is responsible for the strategy implementation and monitoring of our portfolios. He provides the team with technical and fundamental analysis, trading ideas, risk assessments, option strategies, research reports and deals with any other investment related questions.
Prior to joining the 3Macs Division of Raymond James, Roman worked for the portfolio management and trading desk teams at a leading Swiss investment firm. He has also held numerous investment related positions at a major Canadian financial institution and is a licensed Investment Advisor with IIROC. Roman graduated from John Molson School of Business with a Bachelor degree in Finance and holds the Chartered Financial Analyst (CFA) designation.
An avid car enthusiast, Roman can tell you just about everything there is to know about exotic sports cars. He also loves animals and practices amateur photography in his spare time.
No credential is as widely regarded in the global financial industry for its rigorous focus on current investment knowledge, analytical skill, and ethical standards as the Chartered Financial Analyst designation. A charterholder not only has the technical knowledge to make investment decisions but also adopts and is held to the highest ethical standards. A comprehensive, global view and up-to-date practical skills give these investment professionals the tools and deep understanding necessary to effectively analyze the risks and rewards of a variety of investment types, enabling them to address a client’s specific investment needs.