Roberta has been with the firm since 2000 and has served in a variety of important research, portfolio management, and operational roles. As VP and Director of Portfolio Operations and Trading, she manages the equity trading process, monitors performance attribution and portfolio characteristics, and oversees compliance with client and firm investment guidelines. Roberta also serves as Deputy Chief Compliance Officer for JAG Capital Management.
Prior to joining JAG, Roberta spent over seven years as a portfolio manager and trader with a leading asset management firm. She earned her BS in Finance from Illinois State University.