Kevin Rogers is an Associate Portfolio Administrator at Tradition Capital Management in Summit, New Jersey. He graduated from Baruch College in 2014 with a BBA in Finance and Investments and a minor in English. At Tradition Capital, his responsibilities include portfolio management, administrative tasks, and marketing. He has experience generating performance reports, rebalancing client accounts, preparing client documentation, and reconciling accounts.

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