Roman Samuels is the Regional Director at Russell Investments. Previously he worked as a Senior Regional Consultant at Sage Advisory.

Roman’s expertise involves selling complex investment products to financial advisors and end investors. He has a demonstrated track record of growing under-performing sales regions in the asset management space.

Russell Investments

Regional Director

2019 – Current

Russell Investments is a leading global investment solutions partner, dedicated to improving people’s financial security.

Sage Advisory

Senior Regional Consultant

2017 – 2019

Sage Advisory is a boutique asset management firm managed $17 billion in assets under management. Based out of Austin, Texas Sage Advisory serves both the institutional and private client markets.

Schwartz Investment Counsel

Advisory Services Representative

2011–2016

Established in 1980 and headquartered in Plymouth, Michigan. The Firm provides investment counseling services to families, trusts, retirement funds, foundations, endowments, corporations and mutual funds. Our highly-experienced portfolio managers and analysts are laser-focused on managing high-quality stock and bond portfolios.

Roman Samuels is a financial services professional, writer, singer, songwriter and record producer.

In finance, Roman consults to financial advisors about their investment strategies. He has expert-level knowledge of: mutual funds, ETFs, equity and fixed income SMAs, fund strategist portfolios, unified managed accounts, tax smart investment strategies, and more.

Roman is also an experienced sales professional with a proven track record of growing under-performing sales territories at multiple firms. He is well-trained in crafting compelling messaging, identifying high quality target accounts, systematically nurturing relationships from prospect to client, and structuring a sales process that is consultative, predictable and effective.

Roman is an avid writer who has published articles about investment. He is also an accomplished musician, songwriter and record producer who has produced and released multiple albums of original music on streaming services and digital stores worldwide.

About Roman