Our People

Experience:

The firm's professionals offer a combined sixty-five 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 and founder of Roof Advisory Group, has worked with clients providing investment management and financial advisory services since 1982. His twenty–nine 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.

Mr. Roof actively oversees all functions of the firm and is responsible for overall investment strategy/selection, portfolio management, and complex investment advisory work done by the firm. He actively works with managed and advisory clients to review investment policies, asset allocations and investment performance relative to clientele benchmarks.

Immediately prior to originating the firm in January 1998, Mr. Roof was Executive Vice President of Fulton Bank, heading that organization’s Investment Management & Trust Services division for approximately five years. As a member of the bank’s 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 Bank’s 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, MA from Lehigh University and is a Registered Investment Advisor Representative with the United States Securities & Exchange Commission.

Kevin S. Roof

Mr. Roof joined the firm in June of 1999 and is the firm’s Administrative Manager/Chief Compliance Officer. He oversees all administrative aspects of the firm, with an administrative and technical background that spans over two decades. As compliance officer, he maintains the procedural parameters needed in a client-centered firm.

He works directly with firm clientele regarding all major administrative functions; including cash management, portfolio liquidity needs for ongoing distributions, documentation, and overall client communication and customer service.

Mr. Roof’s other responsibilities include oversight of all firm business operations, including the monitoring and management of firm finances. He is direct liaison with industry regulators and assures all firm policies and procedures remain effective and compliant.

Mr. Roof has degrees from Temple University, York College and is a Registered Investment Advisor Representative with the United States Securities & Exchange Commission.

Bradley R. Newman, CFP®

Mr. Newman, a CERTIFIED FINANCIAL PLANNER ™, joined the firm in November 2003 and has responsibility for servicing investment advisory and financial planning clients of the firm with additional duties relating to meeting the investment needs of active portfolio management clientele. His eighteen years of financial advisory and investment experience provide a perspective that favorably serves Roof Advisory Group clientele.

His contributions to the firm’s active portfolio management process involve ongoing management of all fixed income positions, individual bond portfolios, and analysis of various investment parameters associated with the management process.

Mr. Newman works directly 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 earned his BA from Juniata College and is a Registered Investment Advisor Representative with the United States Securities & Exchange Commission.

Ralph Manna, III

Mr. Manna joined the firm in June 2006 and serves the firm in the areas of trading, operations and technology. His ten years of experience with both large institutional and boutique asset management firms provides 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.

Mr. Manna 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.

Andrew J. Crobak

Mr. Crobak joined the firm in June 2010. His focus 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 earned a BA from Gettysburg College and is a Registered Investment Advisor Representative with the United States Securities & Exchange Commission.