1. KEVIN ROGERS
56 S Munn Ave, Apt.6A, East Orange, NJ 07018
Cell :( 646) 420-7812, Email:Kevin.rogers@baruchmail.cuny.edu
PROFESSIONALEXPERIENCE
TRADITION CAPITAL MANAGEMENT, LLC Summit, New Jersey
Associate - Portfolio Administrator, August 2014-Present
PortfolioManagement
 Use Advent Axys to generate all clients’ quarterly performance report for Portfolio
Managers.
 Rebalance client accounts by implementing investment strategies and applying equity
allocations.
 Complete research and present short-listed company earnings report for the Investment
Committee.
 Client documentation leader for all client accounts, contracts, LPOAs, RMD and all
custodian authorizations.
 Prepare management fees, research cost-basis and generate Realized Gains and Losses report
for taxable client accounts.
 Prepare, and send quarterly performance statements to all clients, as well as voting all
proxies.
Administrative
 Spearheaded pricing projects with Bloomberg Help Desk to automate security pricing,
minimizing errors and increasing productivity.
 Setting up new client accounts, integrating it with Advent Axys and processing all
applications at custodians.
 Identify inconsistencies, locating their origins, and rectify trades and settlement errors in
order to reconcile 50 to 150 accounts monthly.
 General account maintenance such as opening, closing, and freezing accounts.
 Research and maintain security information database.
Marketing
 Continuously update, implement and improve the presentation of the company website.
 Generate, update and organize the company’s presentation pitch book and one-pager,
quarterly.
 Responsible for preparing and sending all presentations material to external advisors and
investment firms.
EDUCATION
CUNY BARUCH COLLEGE, NEW YORK, NEW YORK Graduated May 2014
 Bachelors of Business Administration
 Major: Finance & Investments
 Minor: English
 2015 Level 1 CFA Candidate
LEADERSHIP / VOLUNTEER WORK
 New Jersey Men’s Leadership Program
SKILLS/INTEREST
 Highly proficient in Microsoft Excel, PowerPoint, Word and Access
 Bloomberg terminal, QuickBooks, Advent Axys, Advent Geneva
 Interests: Travelling, Reading, Equity research & valuation
Licenses:
 New Jersey Life Produce New Jersey Health Producer