Roger Gervais, CFA, CPWA®
Senior Vice President | Family Wealth Advisor | Author of Pass It On
My role at The Gervais Group…
Is to bridge the gap between financial theory and application. My day-to-day activities include the development and review of investment policies, asset allocation analysis, independent manager research and selection, performance reporting and the ongoing management of the investment process. My work provides a platform for our team and clients to discuss relevant ideas and opinions. I have been successful in my role if I have influenced portfolio construction and empowered my clients to make informed decisions.
I do what I do because…
I get the most satisfaction from building genuine, lifelong relationships. Meeting at clients’ homes, being invited to family celebrations, touring the family business and sharing vacation photos have been some of the most rewarding aspects of this job. Knowing that my knowledge and experience allows my clients to focus on relationships, travel and whatever else might be important to them is motivating to me.
Outside of work, I love…
Being active with my kids. Coaching their sports teams, playing chess or simply watching a movie together are a few of the things I enjoy. When the kids are busy, I find myself reading a book, practicing the ukulele or attempting to learn something new.
My education and certifications…
- Chartered Financial Analyst
- Certified Private Wealth Advisor
- University of Maine: bachelor’s degree in engineering
- Concordia University: master’s degree with a concentration in finance
I stay connected with my community…
Through these three wonderful organizations:
- Ozaukee Youth Hockey Association
- Crossroads Presbyterian Church
- CFA Society Milwaukee