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About
Jeffrey Rogers is a Senior Research Analyst at F/m Investments LLC, based in Milwaukee, WI. In this role, he is deeply involved with the Red Granite Large Cap Growth strategy, focusing on fundamental, bottom-up equity research for high-quality portfolio investments. His investment coverage includes sectors such as Information Technology, Health Care, Communication Services, Financials, Consumer Discretionary, Industrials, Materials, and Consumer Staples, primarily within the large-cap U.S. equity universe.
Prior to joining F/m Investments in September 2024, Mr. Rogers served for over 16 years as a Senior Equity Research Analyst at Bank of Montreal (BMO), where he contributed to equity research and investment strategies across diverse industry sectors. He has also held a seat on the Board of Directors at DigiCOPY from 2018 to January 2024, adding direct operational and governance experience to his capital markets expertise.
Mr. Rogers holds an MBA in Finance from Marquette University and a Bachelor of Science in Finance from Arizona State University's W.P. Carey School of Business. His career demonstrates a strong focus on growth strategies within large-cap equities, and he is recognized for his rigorous analytical skills, sector expertise, and sustained contributions to equity research and portfolio construction.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| F/m Investments, LLC | Senior Research Analyst | Sep 2024 to Present | — |
| Bank of Montreal | Senior Equity Research Analyst | Sep 2007 to Sep 2024 | The Equity Research Analyst provides investment recommendations for the benefit of BMO fund managers and Portfolio Managers for BMO Global Asset Management and BMO Private Bank. Responsibilities incl... |
| DigiCOPY | Member Board of Directors | Sep 2018 to Jan 2024 | — |
| M&I Bank | Auditor | May 2005 to Sep 2007 | The Audit Analyst performs detailed audit programs and evaluates the adequacy of internal controls within the Wealth Management/Corporate audit teams. These audit programs include assisting with annua... |
| DigiCOPY | Board Consultant | Jun 2003 to May 2005 | Consultant to DigiCopy Inc. Inc (a Wisconsin-based chain of full-service copy centers) executives and board of directors required regular dialogue concerning the financial health of the corporation • ... |
| Lehman Brothers | Associate Equity Analyst - Specialty Chemicals | Feb 2002 to Feb 2003 | The equity research junior analyst was responsible for maintaining financial models for coverage companies as well as researching coverage companies through monitoring of news sources as well as throu... |
Education
Marquette University
MBA, Finance
2010 — 2014
W. P. Carey School of Business – Arizona State University
Bachelor of Science, Finance
1997 — 2000
Skills & Expertise
Others at F/m Investments LLC (2)
| Name | Role | Location |
|---|---|---|
 | Equity Research Analyst | Milwaukee, WI , United States |
F Francisco J. Bido | Senior Vice President and Senior Portfolio Manager | Lawrence, KS , United States |
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