Roger J. Willis, CFA
Managing Director
Roger serves as ACG's Director of Research, guiding the firm’s research process. He is a member of our Investment Committee, which establishes the framework for the firm's investment philosophy and oversees the internal processes used to ultimately make investment recommendations to clients. Roger also works closely with clients on investment policy, portfolio design and implementation. He joined ACG in 2010 and has over 30 years of investment experience. Roger holds an Honors Degree in Economics and a Bachelor of Commerce in Finance from the University of Natal. He is a holder of the Chartered Financial Analyst designation and a member of the CFA Society of St. Louis and the CFA Institute.