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

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

Financial Advisor Inquiries:

Sales Desk
Tel: (646) 452-6742

Institutional Client and Consultant Inquiries:

James C. Rogers, CIMA®
Tel: (646) 452-6714

For Operational and Trading Support:

Karen DeArruda, CIPM®
Director of Operations
Tel: (646) 452-6713

For Marketing and Communications:

Michael Miranda
Director of Marketing
Tel: (646) 452-6707

The Roosevelt Investment Group, LLC is an investment management firm that manages equity, fixed income, and balanced assets for primarily U.S. clients. The Roosevelt Investment Group, LLC 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.

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