Roy is a Managing Member of ETFidea, LLC.

Along with his role as one of the founding partners of ETFidea, LLC, Roy was the proprietor of his own firm as well as having over 20 years of experience within two major, international insurance and financial planning firms. Roy is a Registered Principal associated with Cadaret, Grant & Co, Inc, an FINRA member firm and is also a Managing Member of Diversified Capital Management, LLC, which offers portfolio management services to individual clients as well as clients of other advisors. Roy received his formal education at the University of Maryland where he majored in Accounting.

Roy’s expertise lies in the areas of investment planning, portfolio management, retirement planning, insurance analysis and comprehensive financial planning. In his career he has spoken before many groups on the topics of insurance, investments and estate planning, among them Carrier Corporation, Liverpool Adult Education programs, Niagara Mohawk and Lockheed Martin.

PROFESSIONAL ACTIVITIES

• Past member, Small Business Council, Syracuse Chamber

• Past Board Member, International Packaging Systems, Inc., UK

• Former Management Assistant to Governor, U.S. Virgin Islands
   

LICENSES and DESIGNATIONS

• Series 7 and Series 24 (General Securities Principal) Securities Licenses

• Life, Accident and Health Insurance License (New York State and Florida)

• Securities licensed in New York, Florida and Ohio