Roof Advisory Group, Inc. - Investmant Advisory and Financial Planning Services Roof Advisory Group, Inc. - Investmant Advisory and Financial Planning Services
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E. JEFFREY ROOF
KEVIN S. ROOF
BRADLEY R. NEWMAN, CFPģ RALPH MANNA, III
ANDREW J. CROBAK BRYSON J. ROOF
Roof Advisory Group - Investment & Financial Planning Services

Experience:

The firm's professionals offer a combined seventy-nine plus years of experience and in-depth financial expertise in areas that are critical to the success of our clientele. Specific backgrounds are as follows:

E. Jeffrey Roof

Mr. Roof, president of Roof Advisory Group, founded the firm in 1998 and has worked with clients providing investment management and financial advisory services since 1982. His thirty years in the field adds a depth of understanding and perspective that only comes through extensive experience. He is uniquely qualified to meet the needs of institutional and high-net worth investors, having worked throughout his career with a diverse range of clientele nationwide.

In his role, Mr. Roof oversees all functions of the firm, focusing primarily on overall investment strategy, portfolio management and complex advisory services. He actively works with managed and investment advisory clientele in conjunction with the firmís other professional staff. He leads the Senior Management Team and directs the firmís comprehensive and disciplined investment management process.

Immediately prior to originating the firm, Mr. Roof was Executive Vice President of Fulton Bank, heading that organizationís Investment Management & Trust Services division for approximately five years. As a member of the bankís Senior Management team, departments under his direction included Portfolio Management, Retirement Plan Management, Foundation/Endowments, Corporate Trust, Personal Trust, and Private Banking.

Previously, he spent nearly a decade in various management positions with Mellon Bankís Institutional Trust & Master Custody group, primarily focusing on providing investment management and retirement plan solutions for a diverse group of national organizations.

Mr. Roof has a BA from Rutgers University, an MA from Lehigh University and is a Registered Investment Advisor Representative with the United States Securities & Exchange Commission.

Kevin S. Roof

Kevin S. Roof joined the firm in June 1999 and is the firmís Chief Operating Officer & Chief Compliance Officer as well as a member of the Senior Management Team. He oversees and coordinates the firmís day to day administrative, financial, computer information, client service, human resources, compliance, training and client reporting systems/processes. His administrative, technical and leadership background spans over three decades along with his role as the Chief Compliance Officer provides the basis for managing a client-centered firm.

He works directly with firm clientele on an ongoing basis regarding communication and client service and is responsible for assuring the firm is meeting its financial and service commitments to all clientele.

In addition, he plays a critical role in shaping and guiding the future growth and development of the firm. Mr. Roof is also the direct liaison with regulators and assures all firm policies and procedures remain effective, compliant and efficient.

Mr. Roof is a graduate from both Temple University and York College and is a Registered Investment Advisor Representative with the United States Securities & Exchange Commission. Mr. Roof participates in the Harrisburg Regional Chamber & CREDC and the West Shore Chamber of Commerce. Additionally, Mr. Roof is a volunteer at the United Methodist Home for Children in Mechanicsburg and has volunteered as a host family for exchange students through AFS (formerly American Field Service).

Bradley R. Newman, CFP®

Bradley R. Newman, a CERTIFIED FINANCIAL PLANNER ô, joined the firm in November 2003. He is the firmís Senior Advisor and Director of Business Development, as well as a member of the Senior Management Team. He has responsibility for overseeing client servicing, and financial planning functions of the firm. His twenty years of financial advisory and investment experience provide a perspective that favorably serves Roof Advisory Group clientele.

Mr. Newman works with clients during all phases of the asset management and advisory process; regularly meeting with clientele, reviewing specific needs and goals, establishing detailed risk tolerance parameters, and regularly reviewing progress versus established benchmarks.

His coordination of financial planning and investment advisory work focuses on investment portfolio review, detailed retirement analysis, college education funding and unique planning engagements for clients in various types of transition.

Mr. Newman has a BA from Juniata College and is a Registered Investment Advisor Representative with the United States Securities & Exchange Commission. He is currently a board member of the Central Pennsylvania Estate Planning Council and has served multiple terms on the board of Theatre Harrisburg.

Ralph Manna, III

Ralph Manna, III joined the firm in June 2006 and serves the firm as Senior Portfolio Administrator & Operations/Technology. His ten plus years of experience with both large institutional and boutique asset management firms provide a broad base of experience that benefits clients of Roof Advisory Group.

He is responsible for a wide range of client focused functions that include: executing investment trades, monitoring asset class and individual security positions, assuring proper portfolio allocation, assisting in new client transitions and facilitating asset transfers.

He is also responsible for the daily reconciliation of client accounts, ongoing trade coordination/verification, and periodic client account review. He also ensures that the firm is leveraging all current technologies to their maximum capabilities and that the firm is poised to take full advantage of new technological applications as they become available.

Mr. Manna has a BS from the University of Connecticut and is a Registered Investment Advisor Representative with the United States Securities & Exchange Commission. He is active within the Bridges Society of the United Way of the Capital Region and serves the UWCR as a fund allocation panel member. Mr. Manna is also an active volunteer with the American Cancer Society.

Andrew Crobak

Mr. Crobak joined the firm in June 2010. His role as Financial Planner and Fixed Income Trader includes fixed income management, investment advisory services, and financial planning needs specific to Roof Advisory Group clientele.

He works closely with clients throughout their advisory and investment management relationship; regularly meeting with clientele to review their specific investment needs and objectives. Additional responsibilities include ongoing investment portfolio reviews, retirement analysis, and various other financial planning assessments.

Mr. Crobak is currently a Level II candidate in the CFA Program. He earned a BA from Gettysburg College and is a Registered Investment Advisor Representative with the United States Securities & Exchange Commission. He participates in the Harrisburg Regional Chamber & CREDC and the West Shore Chamber of Commerce. Additionally, he has been involved with Harrisburg Young Professionals.

Bryson J. Roof

Bryson J. Roof joined the firm in October 2012. As the Support Advisor and Business Development Specialist, his main responsibilities include servicing active portfolio management clientele and meeting the needs of investment advisory clients of the firm. In addition, Mr. Roof will continue to expand the firmís professional outreach and business development efforts.

He regularly meets with clientele to determine specific goals and objectives, establish detailed risk tolerance parameters, and review progress versus established investment benchmarks.

Prior to joining Roof Advisory Group, Mr. Roof spent approximately two years in Virginia Beach, VA working with a global financial services firm with a focus in financial planning.

Mr. Roof earned a BA from Virginia Wesleyan College and is a Registered Investment Advisor Representative with the United States Securities & Exchange Commission. He is a board member for the West Shore Chamber Foundation and actively participates in both the West Shore Chamber of Commerce and Harrisburg Regional Chamber.

 
 


 
 

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