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Roger Kramer, CFA, CAIA

Roger Kramer, CFA, CAIA

Managing Director - Head of Insurance Portfolio Management

Brookfield•Marietta, Georgia, United States

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Experience28+ Years
LevelCXO

Executive Overview

Chartered Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA)

Career Timeline

Professional employment history
  • BrookfieldCurrent
    Nov 2022–Present· 3 yrs 11 mos
    • Managing Director, Head of Insurance Portfolio ManagementCurrent
      Nov 2022–Present
  • Brighthouse Financial
    Jul 2017–May 2022· 4 yrs 10 mos
    • Co-Head of Asset Management
      Apr 2021–May 2022
    • Managing Director, Portfolio Management
      Apr 2019–Apr 2021
    • Head of Manager Selection Oversight and Strategy
      Jul 2017–Apr 2019
  • Voya Financial
    May 2013–2017· 3 yrs 8 mos
    • Managing Director of Investment Strategy and Alternative Investments
      May 2013–2017
  • Lincoln Financial
    2010–Nov 2012· 2 yrs 10 mos
    • Managing Director of Investment Strategy
      2010–Nov 2012
  • Delaware Investments, a unit of Lincoln Financial
    Jul 2006–2010· 3 yrs 6 mos
    • Manager, IT Portfolio
      Jul 2006–2010
  • Progress Energy
    Jun 2003–Jul 2006· 3 yrs 1 mo
    • Lead Financial Specialist
      Jun 2003–Jul 2006
  • UBS
    Jun 2002–Aug 2002· 2 mos
    • Sales and Trading, Summer Associate
      Jun 2002–Aug 2002
  • Wells Fargo
    Jun 1998–May 2001· 2 yrs 11 mos
    • Commercial Analyst/Relationship Manager
      Jun 1998–May 2001

Education

Masters

Finance

Duke University - The Fuqua School of Business

Bachelor of Science

Business Administration

University of North Carolina at Chapel Hill

Executive Relationship Map

Reports To
Roger Kramer, CFA, CAIA
Vice Chair & President
Chief Financial Officer
Chief Technology Officer
Chief Operating Officer

Executive Network Preview

BizKonnect has mapped this leadership network including reporting hierarchies, peer connections, and cross-functional relationships.

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Skills & Expertise

20 of 20 skills
Wealth ManagementAsset ManagmentFinancial AnalysisRisk ManagementTradingFinancial ModelingHedge FundsValuationALMInvestment ManagementDue DiligenceAsset AllocationFixed IncomeInvestmentsAsset ManagementStrategic Financial PlanningCapital MarketsChartered Financial AnalystDerivativesAlternative Investments