James Rogers, CIMA®

Director, Business Development

James Rogers is Director, Business Development for CI Segall Bryant & Hamill Asset Management (SBH). He is responsible for distribution of SBH’s separately managed accounts (SMAs) and ’40 Act vehicles to Registered Investment Advisors (RIAs), trust banks, third-party investment platforms, turnkey asset management programs (TAMPs) and financial consultants. Mr. Rogers joined the firm in 2024 from Roosevelt Investments, a partner firm acquired by CI Financial. During his 19-year tenure with Roosevelt Investments, he served as president and national sales manager responsible for client service and product distribution in institutional and intermediary channels. Prior to joining Roosevelt Investments, Mr. Rogers served as a regional director of sales for the northeast-metro region with ING Investment Management. He has over 20 years of institutional sales experience and has held various sales management and financial advisory roles at NM Capital Management, a subsidiary of John Hancock Funds, and Merrill Lynch. Mr. Rogers earned a B.A. from Fairleigh Dickinson University, is a Certified Investment Management Analyst (CIMA), and a member of the Investments & Wealth Institute.

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