Jeff Roof, president of Roof Advisory Group, founded the firm in 1998 to meet the needs of high net worth clientele. In his current executive role, Jeff provides strategic leadership for the firm, guides the firm’s Senior Management team and helps direct Roof Advisory Group’s comprehensive and disciplined investment management process.
He has worked with a diverse range of clients nationwide providing investment management and financial advisory services since 1982. Immediately prior to originating the firm, Jeff was Executive Vice President at Fulton Bank, heading that organization’s Investment Management and Trust Services division. As a member of the bank’s Senior Management team, departments under his direction included Portfolio Management, Retirement Plan Management, Foundation/Endowments, Corporate Trust, Personal Trust, and Private Banking.
Previously, he spent nearly a decade in various management positions with Mellon Bank’s Institutional Trust group, primarily focusing on providing investment management and retirement plan solutions for a diverse group of national organizations.
Jeff has a BA from Rutgers University and an MA from Lehigh University. He is an active contributor to several large community not-for-profit organizations.