As Managing Director, Roland is dedicated to serving the complex needs of ultra high net worth individuals and entrepreneurs as well as current and former private business owners and their families. For the last three decades, Roland has acquired industry expertise rooted in a strong financial background and inspired by his father’s legacy as an investment advisor. Roland has built a multi-disciplinary team to provide his clients with objective and holistic wealth management, estate planning, and family office services. Roland’s initial experience on Wall Street was founded in fixed-income markets. This expertise was instrumental in laying the groundwork for his clients’ long-term strategic plans. He is passionate about understanding clients’ needs and their evolving life aspirations.
Roland’s career trajectory includes years spent on Wall Street, starting in New York City at Kidder Peabody (now UBS), and Morgan Stanley (PWM), where he played a pivotal role in opening the first Atlanta MS PWM office. His journey continued at UBS, where he held the position of Managing Director and was a member of the Chairman’s Council for over six years. Roland has been recognized as one of Barron’s Top 1000 Financial Advisors for four years in a row from 2010-2013. Roland joined J.P. Morgan in 2013 as a Managing Director, becoming a Wealth Partner and achieving recognition as a Corsair Circle Advisor. Roland decided to transition to NewEdge Wealth in February 2024.
While attending Boston College, Roland played football, was a 3-year letterman, and graduated with a Bachelor of Science in Finance as well as a Graduate Degree with a Master of Science in Finance. Originally from Sandy Springs, GA, he now resides in Atlanta. In his free time, he enjoys spending time with his family, two daughters, wife, and 5-month-old son. They enjoy snow skiing, boating, and spending time at their family vacation home at Lake Oconee.
Honors & Accolades*
Barron’s Top 1000 Financial Advisors in America: 2013, 2012, 2011, 2010
Registration Info:
Check the background of this investment professional on FINRA’s BrokerCheck.
*Barron’s Top 1000 Financial Advisors ranking awarded in April 2013, 2012, 2011, and 2010 based on December 31 data of the previous year. Neither NewEdge Wealth nor its employees pay a fee in exchange for these rankings.