Roxanne McNamer

Roxanne McNamer is a Senior Associate at Choreo, based in Saint Paul, MN. She brings extensive experience in investment management and technology platform oversight, with a career focused on supporting clients through strategic financial solutions. In her current role, she collaborates with investment teams to deliver tailored advice and manage client portfolios, leveraging her background in both finance and performance improvement.

Roxanne specializes in wealth management and technology-driven investment platforms, with a focus on sectors including financial services, technology, and asset management. Her expertise lies in integrating advanced technology solutions into investment processes, enhancing client experience, and optimizing portfolio performance across diverse asset classes.

Prior to her current position, Roxanne held roles as Technology Platform Manager at Choreo and took a career break to pursue professional development. She holds a degree in Training and Performance Improvement from Capella University and a BA in Business Administration from St. Catherine University. Roxanne is recognized for her contributions to improving investment operations and client service standards within the industry.