Tracy Rogers

Investment Committee Member at Old Port Advisors, Inc.

Finance

Consumer Services

Tracy Rogers active positions

Companies	Position	Start	End
Old Port Advisors, Inc. Old Port Advisors, Inc. Investment ManagersFinance Old Port Advisors, Inc. is an independent, SEC-registered investment advisor headquartered in Portland, Maine. The firm was founded by Fredric W. Williams in 1994 as Investment Management & Consulting Group, Inc. and changed their business name to Old Port Advisors, Inc. in 2014. They provide personalized Investment Management, Financial Planning, and Wealth Management services to individuals, trusts, estates, and charitable organizations, as well as business clients. In addition to these services, the firm provides Fiduciary Consulting to employers and retirement plan sponsors.	Portfolio Manager-Equities	31/12/2003	-
	Investment Committee Member	31/12/2003	-
	Compliance Officer	31/12/2003	-

Colorado State University

Undergraduate Degree

International

United States

Operational

Compliance Officer	1
Investment Committee Member	1
Portfolio Manager-Equities	1

Sectoral

Finance	2
Consumer Services	2

Positions held

Active

Inactive

Listed companies

Private companies

Private companies	1
Old Port Advisors, Inc. Old Port Advisors, Inc. Investment ManagersFinance Old Port Advisors, Inc. is an independent, SEC-registered investment advisor headquartered in Portland, Maine. The firm was founded by Fredric W. Williams in 1994 as Investment Management & Consulting Group, Inc. and changed their business name to Old Port Advisors, Inc. in 2014. They provide personalized Investment Management, Financial Planning, and Wealth Management services to individuals, trusts, estates, and charitable organizations, as well as business clients. In addition to these services, the firm provides Fiduciary Consulting to employers and retirement plan sponsors.	Finance

Private companies

Finance