Roman founded the firm in 2012 to provide tactical investment management services to help clients outperform a passive index. The firm’s strategy is powered by a fundamental-factor forecasting approach that Roman had developed over a period of over ten years. Roman and his team provide extensive market research and analysis directly to Keith DeGreen and to DeGreen Capital Management.
In prior years, Roman held positions with buy-side firms JH Investments (2008-2010), CypressTree (2006-2008), and John Hancock Life Insurance Company (1998-2006). He focused on asset allocation, fixed income, credit markets, and derivatives; and developed risk management and valuation models.
Roman holds a M.Sc. degree in Finance from Bentley University in Waltham, MA. He is a CFA charter holder.