Richard P. Rogers, Jr.

Partner / Advisor Representative

BS in Finance from Central Connecticut State University.
MBA from the University of Connecticut.
Joined Aetna in the Retirement Services division in 1989, specializing in 401k products and distribution.
Managed ING Retirement Plan Service’s national broker-dealer distribution channel.
Executive Vice President and part owner of Milestone Investments, Inc., a broker-dealer and Registered Investment Advisor based in Charlotte, NC.
Partner and co-founder of Quantitative Process, LLC, a Registered Investment Advisor established in 2013.

Rich and his wife Tammi have three daughters, and are actively involved in youth sports in the Charlotte area.