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Adam Sheer

Chief Executive Officer

The Roosevelt Investment Group LLC

United States, New York, New York

About Me

Adam started as President of the firm and transitioned into a Co-Chief Executive Officer role in 2013. Adam formerly served as an executive member of Sheer Asset Management, Inc., which merged with the firm in 2002. He was responsible for business development, strategic planning, and oversaw all client service divisions. He previously held a leadership position at the Center for Jewish-Arab Economic Development, and he served as President of the Suppliers to the New York State Association of Cemeteries. He was also on the Board of BodyPositive, an AIDS services organization, the Parent-Child Home Program and the Heller School of Public Policy at Brandeis University. Currently, Mr. Sheer is o
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Profile Information

Chief Executive Officer

The Roosevelt Investment Group LLC

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

New York

New York

United States

May 15, 2024

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Profile Photo
Elliott Roosevelt III
Co-Chief Investment Officer

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