Profile
Mr. Theodore S.
Roman is Vice Chairman at Wright Investors' Service, Inc. He joined Wright in 2009.
At Wright, he has overall responsibility for the Marketing and Client Services departments, as well as, with he, formulating and implementing the strategic initiatives of Wright.
Prior to joining Wright, Mr. Roman was a Managing Director at JP Morgan Chase & Co. Prior to joining JP Morgan, Mr. Roman was a Senior Managing Director at Bear Stearns & Co. He worked at Bear Stearns from 1997 until 2008.
Mr. Roman is a member of the American Institute of Certified Public Accountants and the New York State Society of Certified Public Accountants.
Prior to attending Harvard Business School, he served as an officer in the US Navy.
Mr. Roman received a BA, cum laude, with Distinction in Economics from the University of Pennsylvania and an MBA from the Harvard Business School.
Former positions of Theodore S. Roman
| Companies | Position | End |
|---|---|---|
Bear, Stearns & Co., Inc.
 Bear, Stearns & Co., Inc. Investment Banks/BrokersFinance Bear, Stearns & Co., Inc. is a global investment banking, securities trading and brokerage firm located in New York City with additional offices in Dallas, Boston and San Francisco. The firm is a subsidiary Bear Sterns Cos., Inc. (NYSE: BSC). Their equity research team consists of senior analysts located throughout the world. In addition to domestic coverage, they have research teams focusing on Latin America, Asia and Europe. The analysts use a bottom-up approach to stock selection. The Bear Stearns fixed-income research department provides coverage of every sector of the fixed-income universe. The financial analytics and structured transactions group (F.A.S.T) provides investment research, fixed-income portfolio management and analytical systems, trading technology and general financial expertise. The group also provides a broad range of services to financial institutions including asset-liability management, balance sheet restructuring, receivables-based financing analysis, security and portfolio analysis, peer analysis, and historical and real-time market-based information. | Corporate Officer/Principal | - |
Wright Private Asset Management LLC
 Wright Private Asset Management LLC Investment ManagersFinance Wright Private Asset Management LLC provides investment advices. The company is headquartered in Milford, CT. | Portfolio Manager-Equities | 29/10/2012 |
| JPMORGAN CHASE & CO. | Corporate Officer/Principal | - |
Training of Theodore S. Roman
| University of Pennsylvania | Undergraduate Degree |
| Harvard University | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| JPMORGAN CHASE & CO. | Finance |
| Private companies | 2 |
|---|---|
Bear, Stearns & Co., Inc.
Bear, Stearns & Co., Inc. Investment Banks/BrokersFinance Bear, Stearns & Co., Inc. is a global investment banking, securities trading and brokerage firm located in New York City with additional offices in Dallas, Boston and San Francisco. The firm is a subsidiary Bear Sterns Cos., Inc. (NYSE: BSC). Their equity research team consists of senior analysts located throughout the world. In addition to domestic coverage, they have research teams focusing on Latin America, Asia and Europe. The analysts use a bottom-up approach to stock selection. The Bear Stearns fixed-income research department provides coverage of every sector of the fixed-income universe. The financial analytics and structured transactions group (F.A.S.T) provides investment research, fixed-income portfolio management and analytical systems, trading technology and general financial expertise. The group also provides a broad range of services to financial institutions including asset-liability management, balance sheet restructuring, receivables-based financing analysis, security and portfolio analysis, peer analysis, and historical and real-time market-based information. | Finance |
Wright Private Asset Management LLC
Wright Private Asset Management LLC Investment ManagersFinance Wright Private Asset Management LLC provides investment advices. The company is headquartered in Milford, CT. | Finance |
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