Roger E. Robson

Roger is a founding principal of CapTrust and has over twenty-five years experience providing for the investment needs of corporations, retirement plans, foundations and endowments, and individuals.

Prior to joining CapTrust Advisors, Roger began his investment career in 1977 with Reynolds Securities. In August of 1978 he joined the Tampa office of Kidder, Peabody where he began providing consulting services to corporate and non-profit institutions.  He, along with others in the Southeast region of Kidder, was instrumental in developing the consulting services of Kidder, Peabody. This effort later became known as the PRIME Group, now part of UBS. He served on the PRIME Group’s asset allocation committee and on the Advisor Committee of the PRIME Group.  He was later appointed Assistant Vice President and then Vice President and Shareholder.  In 1984, Roger was named managing partner of the Tampa office, where he had responsibilities of overseeing the growth of financial consultants in the Tampa Office and also supporting the municipal finance effort and municipal bond trading desk.  In January of 1991, Roger joined the Tampa office of PaineWebber as both a consultant and manager of the office.

Roger is a graduate from Stetson University, Deland, Florida where he received a degree in Finance. He is a member of the Financial Analysts Society of Tampa Bay and a member of the Investment Management Consultants Association (IMCA).  Roger has served as Trustee as well as the Chairman of the Investment Committee of the Community Foundation of Tampa Bay.  He was also the Chairman of the Investment Committee of the United Way of Tampa Bay.