Roger joined Frost Investment Advisors LLC, in 2014.
Roger’s primary responsibilities include managing the operational process, policies, and procedures for the Adviser. Handling account reconciliation for both fixed income and equity accounts of the Adviser, researching any discrepancies, and maintaining the fixed income and equity account information and documents. He also acts as liaison between the Adviser and external custodians. During his time with time with the Adviser, Roger has had the opportunity to be involved with a number of our department’s processes; allowing him to expand his knowledge and expertise within the financial services sector and investment industry.
Prior to joining the Adviser, he was a Trust Securities Specialist and held various positions in the Trust department. Previously, Roger worked as an insurance agent at USAA for 3 years.