The combined entity has more than 325 clients with worldwide advisory assets approaching $400 billion. With more than 120 staff members,Segal Rogerscasey is privately held with headquarters in New York and offices in Atlanta, Boston, Chicago, Cleveland, Darien, Houston, Los Angeles, Toronto and Ireland. Rogerscasey Canada is also part of the transaction.
John DeMairo, president and CEO of Segal Advisors, Inc., said,“Both firms have a strong brand and reputation in the marketplace. In combination, we have a diverse wealth of talent and resources. Our proprietary research methodologies are complementary. We are pleased to announce that we will continue to serve the financial intermediary marketplace viaRogerscasey, a Segal Advisors Company.”
Tim Barron, formerly CEO of Rogerscasey, has joined the company as chief investment officer.