In 2004, he and his family moved to South Carolina where he was a Financial Advisor with Wachovia, a Wells Fargo predecessor firm, before joining Morgan Stanley's Columbia office in 2015. He earned an MBA from Lake Forest Graduate School of Management in 1995 and was recruited as a financial investment advisor to help Motorola employees manage their financial assets, which he did for approximately two years before joining UBS/Paine Webber in Chicago. Roger Kuperman has almost 40 years of wide-ranging industry experience having begun his career in 1984 at the Chicago Board Options Exchange and Chicago Board of Trade, where he was one of the youngest traders on the floor.
#Steward partners professional
I feel like I've found the professional home and family that I've been looking for throughout my career." Steward Partners gives me that freedom and a whole lot more in terms of access to research, compliance, and technology. "I was looking to join a high quality, boutique-like operation that still has at its heart a focus on taking care of the client in the best way possible.
"I spent about two years doing my due diligence before accepting the invitation to join Steward Partners," explained Roger Kuperman, Managing Director, Wealth Manager at Kuperman Wealth Management at Steward Partners. "We are proud that he elected to bring his experience and intellectual capital into our partnership and look forward to helping Kuperman Wealth Management continue to grow and prosper." " Roger Kuperman built a great business by putting his clients first and like many wirehouse advisors concluded that he could do a lot more for them as an independent than he could in the wirehouse environment," said James Gold, Chief Executive Officer of Steward Partners Global Advisory. (PRNewsfoto/Steward Partners Global Advisory Group)
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