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Archive for January, 2011

About Me

Paul Rogers currently serves as President of Alpha Investment. In this capacity, Rogers provides fee-based financial planning, investment advice and investment management to professionals and closely held corporations. This includes, but is not limited to, individual financial plans, business plans, and ongoing business consulting billed on an hourly rate basis.

Alpha Investment was organized in 2009 to provide exceptional Investment Advisory services to the public at large. Alpha Investment brings elite Investment Management experience into the Investment Advisory business. Alpha Investment's unique Investment Management experience allows them to provide Investment Advisory services that far exceed the competition. Alpha Investment offers services available to clients by providing full service pension and profit sharing administration, analysis and recommendation of employee benefits, asset management/asset allocation, and comprehensive fee-based planning for individuals and businesses.

Rogers has over two decades of experience in investment advisory and management and has been solely responsible for hundreds of millions of investment capital over the last 18 years. He directed market analysis and investment at two multi-billion dollar hedge funds, Water Street Capital, in Jacksonville, FL, and Millennium Partners, in Greenwich, CT. He began his career at J.P. Morgan Investment Management in New York. He has traveled and worked extensively abroad, particularly in Mainland China, Hong Kong, Tokyo and London.

Rogers is a Registered Investment Advisor and has successfully completed the North American Securities Dealer, (NASD), Series 7, 6, 63, and 65 securities examinations. Recently, he earned the prestigious CAIA (Chartered Alternative Investment Analyst) designation given to investments professionals that have demonstrated mastery of all alternative investment concepts, tools and practices. He is a graduate of Babson College, in Wellesley, MA.