Ed Roth, CFA, CPA, CFP®, CEBSVice President, Investment Advisory Services

Current Role and Professional Background:

As Vice President of Investment Advisory Services, Ed’s responsibilities include developing investment strategies, managing portfolios, supplementing investment research activities, and client communications. Ed has over 25 years of experience in investment management, financial planning and consulting, employee benefits, tax, and accounting services. Prior to his tenure at Goodman Financial, he gained valuable experience with financial services firms, a Fortune 500 company, and in public accounting.

Education:

  • Master of Business Administration in Finance, University of Houston Clear-Lake, 2010, with Honors
  • Bachelor of Business Administration in Accountancy, Western Illinois University, 1981
  • Chartered Financial Analyst Charterholder
  • Certified Public Accountant
  • CERTIFIED FINANCIAL PLANNERTM Professional
  • Certified Employee Benefits Specialist

Affiliations, Current and Past:

  • Member, CFA Institute
  • Member, Texas Society of CPAs
  • Member, Houston CPA Society
  • Member, Taxation Committee, Houston CPA Society
  • Former Chair, Member, Personal Financial Planning Committee, Houston CPA Society
  • Former Member, Business and Industry Committee, Houston CPA Society
  • Former Member, CPE Committee, Houston CPA Society