Paula Rogers

Paula Rogers

COO FORM Wealth, Branch Associate

 Family

Paula and her husband, David, have lived in the Chicago/Wisconsin area for over three decades. Their son, following his family’s industry footsteps, works in financial services as well.

 

Occupation

Paula has enjoyed a 30+ years career in financial services. Most recently, she was President for SJS Investments’ Chicago Office and was a senior member of the portfolio management team. Previously, Paula spent sixteen years at Institutional Capital LLC (ICAP), where she served as President, Board Executive and Portfolio Manager.  Paula is a member of the CFA Institute and CFA Society of Chicago. She received her MBA from the University Of Chicago and her BBA from the University of Michigan.

 

Recreation

When she is not immersed in the markets, Paula enjoys spending time with her family.  They enjoy outdoor sports together including skiing, wake surfing, tennis and biking.

 

Mission

One of Paula’s passions is helping young people learn more about investments and careers in the industry.  She has been a frequent speaker for the Executive-in-Residence Program at the University of Chicago Booth School of Business and was a past President of the Women’s Council for the University of Michigan’s Ross School of Business. She was a founding member of the Financial Markets Institute Advisory Board at Michigan State University’s Eli Broad College of Business and served on the Department of Finance Advisory Board.

 

Raymond James is not affiliated with and does not endorse the entities mentioned above.