Roger Kafler
Director/Board Member at Russell Investments US Institutional Holdco, Inc.
Profile
Roger B.
Kafler is currently a Director at Emerald Acquisition Ltd., Russell Investments US Institutional Holdco, Inc., Eton Solutions LP, Retriever Medical, Russell Investments UK Midco Ltd., and a Member at Haverford College.
He has formerly worked as a Director at ANSYS, Inc., Monarch Dental Corp., Boron, LePore & Associates, Inc., Affiliated Managers Group, Inc., Keeley Asset Management Corp., Cupertino Electric, Inc., Stadion Money Management LLC, Cardtronics, Inc., K2 Advisors LLC, UBS Realty Investors LLC, Thomson Advisory Group LP, Vatterott Educational Centers, Inc., CompBenefits Corp., EYP Mission Critical Facilities, Inc., HVL, Inc., The Basketball Marketing Co., Inc., Preferred Freezer Services, Inc., Clayton Holdings, Inc., Florida Career College, Inc., and Blackhawk Processing LLC.
He was also a Managing Director at TA Associates Management LP from 1989 to 2019.
Kafler received his undergraduate degree from Haverford College in 1984 and his MBA from Harvard Business School.
Roger Kafler active positions
Companies | Position | Start |
---|---|---|
Haverford College | Corporate Officer/Principal | 04/05/2010 |
Russell Investments US Institutional Holdco, Inc.
Russell Investments US Institutional Holdco, Inc. Investment ManagersFinance Russell Investments US Institutional Holdco, Inc. engages in the provision of asset management services. The company was founded on November 10, 2016 and is headquartered in Seattle, WA. | Director/Board Member | - |
Russell Investments UK Midco Ltd.
Russell Investments UK Midco Ltd. Investment ManagersFinance Russell Investments UK Midco Ltd. was founded in 2016 and is based in London, UK. The British company is dedicated to improving retirement outcomes for defined contribution plan participants by employing best practices in plan design, investments, and implementation. The private company offers investment solutions, including top-ranked model portfolios and mutual funds, which are designed to improve investors' financial security. Russell Investments manages investments for large institutions, advisors, and individuals, and is devoted to improving financial security for people. | Director/Board Member | 31/05/2016 |
Emerald Acquisition Ltd.
Emerald Acquisition Ltd. Investment ManagersFinance Part of Russell Investments Group Ltd., Emerald Acquisition Ltd. is a British company that specializes in advanced botox® training and dermal filler applications. The company is based in London, UK. The company offers specialized botox® training courses that provide enhanced training into advanced methods of facial rejuvenation. Additionally, they are 2021 business ambassadors for Operation Smile. The company also offers an advanced masterclass lip filler course to learn lip augmentation in an intensive environment from Acquisition Aesthetics expert surgical trainers. | Director/Board Member | 31/05/2016 |
Retriever Medical / Dental Payments LLC
Retriever Medical / Dental Payments LLC Miscellaneous Commercial ServicesCommercial Services Retriever Medical/Dental Payments, Inc. provides credit card processing services. It serves the medical and dental community. The company was founded by Frank Shiner and is headquartered in Valhalla, NY. | Director/Board Member | 31/12/2016 |
Eton Solutions LP
Eton Solutions LP Packaged SoftwareTechnology Services Eton Solutions LP operates as a wealth management technology firm. It offers a wealth management platform for the business management, family office, and multi-family office market. The company was founded in 2015 and is headquartered in Morrisville, NC. | Director/Board Member | 26/10/2021 |
Former positions of Roger Kafler
Companies | Position | End |
---|---|---|
TA Associates Management LP
TA Associates Management LP Investment ManagersFinance TA Associates Management LP(TA Associates) is a venture capital firm headquartered in Boston. The firm is founded in 1968 by Peter Brooke a subsidiary of TA Associates Management Holding LP. | Investment Committee Member | 30/01/2019 |
Clayton Holdings, Inc.
Clayton Holdings, Inc. Insurance Brokers/ServicesFinance Clayton Holdings, Inc. provides risk analysis, loss mitigation and operational solutions to the mortgage industry. Its services encompass analytics, residential and commercial loan due diligence, consulting, credit risk management and surveillance, independent pricing, specialized loan servicing and staffing solutions. The company was founded by Steven L. Cohen in 1989 and it is headquartered Tampa, FL. | Director/Board Member | 01/07/2008 |
Cardtronics, Inc.
Cardtronics, Inc. Miscellaneous Commercial ServicesCommercial Services Cardtronics, Inc. engages in the provision of convenient automated consumer financial services through its network of automated teller machines and multi-function financial services kiosks. It operates through the following segments: North America; Europe and Africa; and Australia and New Zealand. The company was founded in 1993 and is headquartered in Houston, TX. | Director/Board Member | 12/12/2007 |
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Training of Roger Kafler
Haverford College | Undergraduate Degree |
Harvard Business School | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Listed companies | 2 |
---|---|
AFFILIATED MANAGERS GROUP, INC. | Finance |
ANSYS, INC. | Technology Services |
Private companies | 25 |
---|---|
TA Associates Management LP
TA Associates Management LP Investment ManagersFinance TA Associates Management LP(TA Associates) is a venture capital firm headquartered in Boston. The firm is founded in 1968 by Peter Brooke a subsidiary of TA Associates Management Holding LP. | Finance |
EYP Mission Critical Facilities, Inc.
EYP Mission Critical Facilities, Inc. Engineering & ConstructionIndustrial Services Facility Data Services, Inc. provides consulting and engineering services. Its services include strategy, design, integration, commissioning, assurance and energy. The company was founded by Peter Gross in 1996 and is headquartered in Valhalla, NY. | Industrial Services |
Clayton Holdings, Inc.
Clayton Holdings, Inc. Insurance Brokers/ServicesFinance Clayton Holdings, Inc. provides risk analysis, loss mitigation and operational solutions to the mortgage industry. Its services encompass analytics, residential and commercial loan due diligence, consulting, credit risk management and surveillance, independent pricing, specialized loan servicing and staffing solutions. The company was founded by Steven L. Cohen in 1989 and it is headquartered Tampa, FL. | Finance |
Cardtronics, Inc.
Cardtronics, Inc. Miscellaneous Commercial ServicesCommercial Services Cardtronics, Inc. engages in the provision of convenient automated consumer financial services through its network of automated teller machines and multi-function financial services kiosks. It operates through the following segments: North America; Europe and Africa; and Australia and New Zealand. The company was founded in 1993 and is headquartered in Houston, TX. | Commercial Services |
CompBenefits Corp.
CompBenefits Corp. Managed Health CareHealth Services CompBenefits Corp. provides dental and vision benefit plans to their members in different states. The firm offers a portfolio of products designed to fulfill the oral health and eye health benefit needs of public and private sector employer groups, government-sponsored plans, health plans, and individuals. The company was founded in 1978 and is headquartered in Roswell, GA. | Health Services |
K2 Advisors LLC
K2 Advisors LLC Investment ManagersFinance K2 Advisors LLC provides investment advice. The company was founded in 1994 by William Angus Douglass III and David Charles Saunders and is headquartered in Stamford, CT. | Finance |
Keeley Asset Management Corp.
Keeley Asset Management Corp. Investment ManagersFinance Founded in 1982 by John L. Keeley, Jr., Keeley Asset Management Corp. is a registered investment advisor located in Chicago, Illinois. The firm is a subsidiary of Keeley-Teton Advisors LLC and their ultimate parent is Keeley-Teton Advisors LLC. They provide investment management services to individuals and institutions. | Finance |
Vatterott Educational Centers, Inc.
Vatterott Educational Centers, Inc. Other Consumer ServicesConsumer Services Vatterott Educational Centers, Inc. provides education services. The firm provides medical, technical, trades, cosmetology, dental, legal, personal fitness, and veterinary, as well as many continuing education opportunities. The company was founded in 1969 and is headquartered in Berkeley, MO. | Consumer Services |
UBS Realty Investors LLC
UBS Realty Investors LLC Investment ManagersFinance UBS Realty Investors LLC (UBS Realty) is a registered investment advisor and hedge fund management firm headquartered in Hartford, Connecticut. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately owned by UBS Group AG (SIX and NYSE: UBS). UBS Realty serves as an investment advisor to commingled real estate funds and real estate separate accounts. The majority of clients and fund investors are institutional clients. They include state and local government pension plans, corporate and labor union pension plans, and other plans including those of corporations, tax exempt organizations, and charitable organizations. | Finance |
The Basketball Marketing Co., Inc.
The Basketball Marketing Co., Inc. Recreational ProductsConsumer Durables The Basketball Marketing Co., Inc. manufactures footwear and apparels for basketball players. Its products include shoes, shorts, sleeveless tees, sweats, and other accessories. The firm distributes its products in Austria, Australia, Belgium, Canada, Denmark, England, Finland, France, Germany, and Taiwan. The company was founded in 1993 and is headquartered in Aliso Viejo, CA. | Consumer Durables |
Boron, LePore & Associates, Inc.
Boron, LePore & Associates, Inc. Miscellaneous Commercial ServicesCommercial Services Boron, LePore & Associates, Inc. provides integrated medical education to the healthcare industry. It provides strategic consultation, content development, accredited & non-accredited program development, logistics management and other internet-based solutions. The company was founded in 1981 and is headquartered in Wayne, NJ. | Commercial Services |
Bankers Trust Co. (Des Moines, Iowa)
Bankers Trust Co. (Des Moines, Iowa) Investment ManagersFinance Bankers Trust Co. is an asset management headquartered in Des Moines, Iowa. The firm was founded in 1917 and is a subsidiary of BTC Financial Corp. The firm serves as a trusted partner for individuals’ comprehensive financial planning, trust and fiduciary needs. | Finance |
HVL, Inc.
HVL, Inc. Pharmaceuticals: OtherHealth Technology HVL, Inc. engages in the research, development, and manufacture of nutritional supplement products, vitamins, herbs, and minerals. The firm offers 7-Keto, C-1000, Cardio-Stolix, EstroMend, eye moisture support, folic acid, and Glucoset. The company was founded by L. Douglas Lioon in 1955 and is headquartered in Pittsburgh, PA. | Health Technology |
Florida Career College, Inc.
Florida Career College, Inc. Other Consumer ServicesConsumer Services Florida Career College, Inc. provides educational services. The firm's services include auditing of classes, workshops, job placement, and financial assistance services. The company was founded in September 1982 and is located in Hialeah, FL. | Consumer Services |
Monarch Dental Corp.
Monarch Dental Corp. Medical/Nursing ServicesHealth Services Monarch Dental Corp. provides management and administrative services to the dental group practices. Its services include examinations, cleanings, fillings, bonding, placing crowns, and fittings. The company was founded in 1982 and is headquartered in Dallas, TX. | Health Services |
Preferred Freezer Services, Inc.
Preferred Freezer Services, Inc. Other TransportationTransportation Preferred Freezer Services, Inc. provides refrigerated warehousing and distribution services. The firm offers loading docks, racking systems, MIS systems, disaster recovery, and food safety. The company was founded by John J. Galiher in November 1989 and is headquartered in Chatham, NJ. | Transportation |
Thomson Advisory Group LP
Thomson Advisory Group LP Investment ManagersFinance Part of Allianz SE, Thomson Advisory Group LP is a money management firm. The company is based in Stamford, CT. Thomson Advisory Group was acquired by Pacific Investment Management Co. LLC on November 16, 1994. | Finance |
Stadion Money Management LLC
Stadion Money Management LLC Investment ManagersFinance Stadion Money Management LLC (Stadion) is a SEC-registered investment advisor headquartered in Watkinsville, Georgia. The firm was founded by Timothy A. Chapman in 1993 as Personal Mutual Fund Management, Inc. They became a subsidiary of Smart USA Co. in 2022. Stadion provides custom solutions to retirement plan advisors, plan sponsors and participants. | Finance |
Cupertino Electric, Inc.
Cupertino Electric, Inc. Engineering & ConstructionIndustrial Services Cupertino Electric, Inc. provides electrical and data infrastructure services. The firm provides electrical contracting services to industries in the commercial and institutional construction market. The industry consists of commercial and institutional buildings which includes office buildings, schools, hospitals, stores, hotels, and public warehouses. The company was founded by Gene Ravizza and Pete Kraljev in 1954 and is headquartered in San Jose, CA. | Industrial Services |
Blackhawk Processing LLC
Blackhawk Processing LLC Finance/Rental/LeasingFinance Blackhawk Processing LLC engages in the provision of credit card processing services. The company was founded by John Rante in 2003 and is headquartered in Naperville, IL. | Finance |
Russell Investments US Institutional Holdco, Inc.
Russell Investments US Institutional Holdco, Inc. Investment ManagersFinance Russell Investments US Institutional Holdco, Inc. engages in the provision of asset management services. The company was founded on November 10, 2016 and is headquartered in Seattle, WA. | Finance |
Russell Investments UK Midco Ltd.
Russell Investments UK Midco Ltd. Investment ManagersFinance Russell Investments UK Midco Ltd. was founded in 2016 and is based in London, UK. The British company is dedicated to improving retirement outcomes for defined contribution plan participants by employing best practices in plan design, investments, and implementation. The private company offers investment solutions, including top-ranked model portfolios and mutual funds, which are designed to improve investors' financial security. Russell Investments manages investments for large institutions, advisors, and individuals, and is devoted to improving financial security for people. | Finance |
Emerald Acquisition Ltd.
Emerald Acquisition Ltd. Investment ManagersFinance Part of Russell Investments Group Ltd., Emerald Acquisition Ltd. is a British company that specializes in advanced botox® training and dermal filler applications. The company is based in London, UK. The company offers specialized botox® training courses that provide enhanced training into advanced methods of facial rejuvenation. Additionally, they are 2021 business ambassadors for Operation Smile. The company also offers an advanced masterclass lip filler course to learn lip augmentation in an intensive environment from Acquisition Aesthetics expert surgical trainers. | Finance |
Retriever Medical / Dental Payments LLC
Retriever Medical / Dental Payments LLC Miscellaneous Commercial ServicesCommercial Services Retriever Medical/Dental Payments, Inc. provides credit card processing services. It serves the medical and dental community. The company was founded by Frank Shiner and is headquartered in Valhalla, NY. | Commercial Services |
Eton Solutions LP
Eton Solutions LP Packaged SoftwareTechnology Services Eton Solutions LP operates as a wealth management technology firm. It offers a wealth management platform for the business management, family office, and multi-family office market. The company was founded in 2015 and is headquartered in Morrisville, NC. | Technology Services |
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