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Our
Team
Roffman
Miller Associates is led by
a team of investment professionals who share
a vision of personalized portfolio management
and sound financial
disciplines.
PETER MILLER
Peter Miller, President and
Investment Committee Member. Prior to
founding the company, Mr. Miller spent eleven
years as an investment broker. In 1980, Mr.
Miller worked together with his future partner,
Mr. Roffman, at Janney Montgomery Scott, where he
was on the Chairman's Council. In subsequent
years, Mr. Miller worked with Drexel Burnham
Lambert and Legg Mason Wood Walker where he served
as Vice President-Investments. Mr. Miller is
a graduate of Penn State University with a
Bachelor of Science. |
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ROBERT
HOFMANN, CFP ®
Robert Hofmann, Managing Director, Investment Manager and Investment Committee Member. Mr. Hofmann joined Roffman Miller in 2004. He brings extensive financial planning experience to Roffman Miller. After beginning his career as an Investment Advisor with Morgan Stanley, Mr. Hofmann joined Charles Schwab as an Investment Specialist in 1996. Within three years, he was promoted to manage the Newtown Pennsylvania office and finished his tenure with Schwab as the manager of the flagship office in center city Philadelphia. Mr. Hofmann graduated cum laude from Rider University in 1992 with a Bachelor of Science degree in Finance. He became a Certified Financial Planner (CFP ®) in 1999 and is currently a member of the Financial Planning Association.
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PAULETTE
GREENWELL, CFA, MBA
Paulette Greenwell, Managing Director, Investment Manager, Chief Compliance Officer and Investment Committee Member. Ms. Greenwell has been with Roffman Miller Associates since 1995. She earned her Bachelor of Arts Degree in Sociology from Temple University in 1991 and her Masters of Business Administration in Finance from Drexel University in 1994. Ms. Greenwell earned the right to use the Chartered Financial Analyst Designation in 2003. She is a member of the CFA Institute and Financial Analysts of Philadelphia. |
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MARK R. FROMBACH, CFA, MBA
Mark R. Frombach, Investment Manager and Investment Committee Member. Mr. Frombach joined Roffman Miller Associates in 2007 and brings valuable industry experience. Mr. Frombach began his career at Nabisco, Inc. followed by extended domestic and international assignments with Air Products and Chemicals. Most recently, he spent seven years at Morgan Stanley as a Financial Advisor. Mr. Frombach is a graduate of Rutgers University with a BS in Electrical Engineering in 1988 and a MBA in Finance in 1995. Mr. Frombach earned the right to use the Chartered Financial Analyst Designation in 2006. He is a member of the CFA Institute and Financial Analysts of Philadelphia. |
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LORI BLUM
Lori Blum, Investment Manager, Investment Committee Member. Ms. Blum joined the firm in 1998 as an intern and upon graduation from West Chester University in 2002 with a Bachelor of Science Degree in Finance became a full-time employee. Ms. Blum began her career at Roffman Miller as an Assistant Investment Manager, she was then promoted to Director of Operations and Investment Manager. Ms. Blum also supervises all the IT Services at Roffman Miller. |
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F. TUCKER
SCHADE
F. Tucker Schade, Investment Manager and Investment Committee Member. Mr. Schade joined Roffman Miller Associates in 2004 with years of experience in investment management, sales and consulting. Most recently he was Vice President and Financial Advisor at Morgan Stanley, Mr. Schade held the same title at Bishops & Associates, Inc. in Philadelphia. In this role, he was responsible for the management of individual accounts and corporate pension and 401 (k) plans. Previously, Mr. Schade was President of Schade-Tech., Inc., a sales and consulting firm, in Philadelphia and New York. |
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RYAN CROOKS, MBA
Ryan Crooks, Investment Manager and Investment Committee Member. Mr. Crooks joined Roffman Miller Associates in 2007 bringing extensive fixed income experience to Roffman Miller. Prior to joining Roffman Miller he held positions as Vice President-Fixed Income Capital Markets with Spear, Leeds & Kellogg, FTN Financial and Sterne, Agee & Leach. Mr. Crooks completed his Bachelor of Science in Finance at the University of Scranton in 1998 and attained his MBA in Investment Management at Drexel University in 2007. Although he is new to working at Roffman Miller, he is known well by the team having worked with the firm for many years in his previous positions. |
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JENNIFER TINNEY
Jennifer Tinney, Operations Manager. Ms. Tinney joined Roffman Miller Associates in 2007. She began her career with Dearden, Maguire, Weaver and Barrett, LLC a West Conshohocken Money Management Firm where she worked for five years. Most recently she worked at Blue Cross in Member Services. Ms. Tinney attended Cabrini College where she studied Business Administration. |
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RARA SOURIYAMATH
RaRa Souriyamath, Administrative Assistant. Ms. Souriyamath joined Roffman Miller Associates in 2004 after working three years with Saks Fifth Avenue, in Orlando, Florida, as a Customer Service Professional. She attended Valencia Community College where she studied Accounting and Finance. RaRa provides superior client service support to the firm. |
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TISH LEE
Tish Lee, Human Resources and Accounts Payable and Receivable. Ms. Lee rejoined Roffman Miller after over seven years as a Recruiting and Human Resource Specialist with Allegis Group. Ms. Lee spent several years as a Sales and Recruiting Manager for Engineering, Financial and Business firms in both Pennsylvania and Delaware. Ms. Lee is a graduate of West Chester University with a Bachelor of Arts Degree in Communications. |
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Roffman
Miller Associates, Inc. (RMA) is an SEC-registered
investment advisor located in Philadelphia,
Pennsylvania. In addition to registering with the
SEC, RMA notice files with the states of
Pennsylvania, Delaware, Maryland, California, New
Jersey, New York, Texas, Florida, North Carolina, Connecticut and Virginia. This website
provides general information about Roffman Miller
Associates, Inc. and is not intended to offer
investment or financial planning advice. The
purpose of this site is to provide you with
information about the firm and our investment
philosophy, and to provide a means for you to
contact us for further information. Please click here for additional Disclaimer and Regulatory
Information. |
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