Management

Roy M. Blumberg  has over 30 years of experience in Portfolio Management and Equity Research.

Mr. Blumberg is most widely recognized for his seven-year media career as the Market Analyst for CNBC Television. He was the first to person to broadcast from the floor of the New York Stock Exchange and was instrumental in the development of the financial news format for market analysts and commentators.

During his career, Roy has served as a Director of Research, Chief Investment Strategist and Portfolio manager. He was the Chief Investment Strategist and Chairman of the Investment policy committee at Sterne Agee and Josephthal Inc. Roy teamed with LPL Financial in 2009 after serving as the Director of Research at Janney Montgomery Scott, where he managed a staff of 45 analysts, research associates and support staff.

The market events of the latest recession have inspired Roy to become a Financial Advisor with direct client relationships. After more than two decades of working with other advisors and their clients it became apparent that clients need better strategies, especially in difficult times.

In his client portfolio management, Roy employs several risk management techniques that attempt to preserve assets in declining markets while still seeking reasonable returns in advancing markets. Roy is bringing this philosophy and his extensive experience to high net worth individuals who recently have experienced the perils of managing portfolios without downside protection strategies in place.         

Roy graduated Cum Laude from the University of Connecticut, with a Bachelor of Science Degree in Business Administration.  Roy, his wife Regina and their two children, Zoe and Zachary live in Chester Springs, Pennsylvania.