Nainesh Shah joined Roosevelt Investments in 1994 and served on it domestic equity team as a senior securities analyst until he was promoted to Portfolio Manager in 2013. Mr. Shah is responsible for equity coverage of a broad spectrum of industries with a particular focus on the financial, communication and technology industries. He is also actively involved in the quantitative analysis employed in the firm's risk management process. A native of Bombay, he earned a bachelor's degree in Industrial Engineering from the University of Baroda, India, and an MBA in Finance from the Dalhousie University in Halifax, Nova Scotia. Mr. Shah received his CFA charter in 1997 and is a member of the New York Society of Securities Analysts.

Jason Sheer, CFA – Portfolio Manager and Securities Analyst, and a lead portfolio manager of The Roosevelt Investment Group, Inc’s Mid-/Large-Cap Core strategy. Mr. Sheer has joined the firm in 2005. Prior to that time, he was attending George Washington University where he earned his MBA in 2005 and prior to that, he received his BA from Tulane University in 1999.

Jason Benowitz, CFA, joined Roosevelt Investments in 2009 as a Securities Analyst, was promoted to Portfolio Manager in 2011, and to Senior Portfolio Manager in 2013. Prior to Roosevelt, Mr. Benowitz was a principal at Druker Capital, a long/short hedge fund manager, and a Vice President in the U.S. Equity Research Group at Morgan Stanley Investment Management. He was also an investment banking analyst at Merrill Lynch. Mr. Benowitz earned a BA in Computer Science from Harvard College and an MBA in Finance and Accounting from The Wharton School at the University of Pennsylvania, where he was a Palmer Scholar. Mr. Benowitz received his CFA charter in 2010.

Robert L. Meyer's association with Roosevelt Investments began in 2007 when the clients of his predecessor company, Ehrlich Meyer Associates, were brought under Roosevelt management. In 2007, he became a Managing Director and Portfolio Manager of the firm. His prior experience includes Director of Research at two Wall Street brokerages, Fahnestock & Co. and H.C.Wainwright & Co., following his position as an oil and gas analyst and early member of the Institutional Investor Magazine's All Star Team while a partner at Wainwright. Mr. Meyer has also managed fixed income assets for approximately the past twenty years. Many of his clients, typically high net worth individuals and institutions, seek liquid alternatives to stocks that are relatively more conservative in nature but that will achieve the clients' need for income. He is a graduate of Harvard College and Harvard Business School and was awarded a CFA charter in 1970.

John Roscoe joined Roosevelt Investments in 2008 as a Portfolio Manager and in 2012 was promoted to Senior Portfolio Manager. Mr. Roscoe has been managing fixed income and equity portfolios for high net worth individuals and institutions while at Roosevelt for the past four years. Prior to Roosevelt, Mr. Roscoe was employed by Morgan Stanley Investment Management, where he held a number of different roles in portfolio management and analysis, most recently as Co-Manager of the Dividend Growth Securities Fund. Before joining Morgan Stanley, he served as an analyst on the global large cap equity team at Rockefeller & Co. and as a manager in the Treasury Division of Pfizer. Mr. Roscoe earned a BS in biology and an MBA with a concentration in Finance from Cornell University, and was awarded a CFA charter in 1995.

Arthur H. Sheer is the Co-Chairman of the Board of Directors and Chief Investment Officer of The Roosevelt Investment Group, Inc. Mr. Sheer was previously the Founder and Chief Executive Officer of Sheer Asset Management, Inc., which he began in 1990 and later expanded in 2002 with the merger with The Roosevelt Investment Group, Inc. He began his career in 1970 as a Securities Analyst at First National Bank of Chicago, and has held various positions in equity research and investment management at Keystone Custodian Funds and Fidelity Management. He also served as the appointed Chief Investment Officer at J. Rothschild and Rothschild affiliated companies. Mr. Sheer received his B.S. from the University of Rhode Island in 1968 and his MBA from Babson College in 1969.