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

Current Role and Professional Background:

As Vice President of Investment Advisory Services, Ed is a member of our Investment Committee that develops the firm’s investment strategies, directs investment research, and monitors core holdings.  In addition, in his role as senior advisor to clients, he oversees client relationships and assists other team members with the more complex financial advisory issues.  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.


  • 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 Employee Benefits Specialist

Affiliations, Current and Past:

  • Member, CFA Institute (2001 – Present)
  • Member, Texas Society of CPAs (1998 – Present)
  • Member, Houston CPA Society (1998 – Present)
  • Member, Taxation Committee, Houston CPA Society (2017 – Present)
  • Former Chair, Member, Personal Financial Planning Committee, Houston CPA Society (2010 – 2017)
  • Former Member, Business and Industry Committee, Houston CPA Society (2011 – 2017)
  • Former Member, CPE Committee, Houston CPA Society (2016 – 2017)
  • Former Co-Chair Volunteer Council – Lighthouse of Houston (1993 – 1995)