Jacob Roese, CFA
Vice President
Specialties:
- Credit/Debt Instruments
- Equity
- Portfolio Valuations
Tel. No. (609) 452-0905
800 Township Line Road
Suite 250
Yardley, Pennsylvania 19067
Mr. Roese is part of the portfolio valuation group specializing in valuations of privately-held debt securities, equity securities, CLO debt securities, CLO equity securities, and business enterprises for tax and financial reporting purposes. He specializes in the energy and infrastructure industries.
Mr. Roese received his bachelor’s degree in finance from Temple University. He holds the designation of chartered financial analyst (CFA).