A legacy of success. A tradition of excellence.

A commitment to risk management and superior performance.

Contact Us

At Roosevelt Investments, we are committed to delivering unmatched client service and manage each account according to the specific needs of that client. Every client is important to us, and we look forward to forging long-standing, working relationships with them.

Our Headquarters

Roosevelt Investments executive offices are located in Midtown Manhattan at:

570 Lexington Avenue, Suite 1800
New York, New York 10022

Our Providence Location

Our operations center is located in Providence, Rhode Island at:

4 Richmond Square, Suite 100
Providence, RI 02906-5117

For General Inquiries:

Tel: (646) 452-6700
US Toll-Free: (800) 829-4337

Individual Investor Inquiries:

Corie Gabriel
Director of Private Client Group
Tel: (646) 452-6741
cgabriel@rooseveltinvestments.com

Financial Advisor Inquiries:

Sales Desk
Tel: (646) 452-6742
internalsales@rooseveltinvestments.com

Institutional Client and Consultant Inquiries:

James C. Rogers, CIMA®
President
Tel: (646) 452-6714
jrogers@rooseveltinvestments.com

For Operational and Trading Support:

Karen DeArruda, CIPM®
Director of Operations
Tel: (646) 452-6713
kdearruda@rooseveltinvestments.com

For Marketing and Communications:

Michael Miranda
Director of Marketing
Tel: (646) 452-6707
mmiranda@rooseveltinvestments.com

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The Roosevelt Investment Group, Inc. is an independent investment management firm that is not affiliated with any parent organization. The Roosevelt Investment Group, Inc. manages equity, fixed income, and balanced assets for primarily U.S. clients. The Roosevelt Investment Group, Inc. is an investment adviser registered with the U.S. Securities and Exchange Commission and notice filed in all 50 states.

Please remember that in order to invest you must first read and understand our Form CRS, Form ADV Part 2A and our Privacy Policy.