Alan Roth
Allan Roth is the founder of Wealth Logic, an hourly based financial
planning and investment advisory firm that advises clients with
portfolios ranging from $10,000 to well over $100 million. He is mocked
on a semi-regular basis by some financial professionals for his hourly
fee model and its obvious inability to make him rich. Roth benchmarks
portfolio performance for foundations and other business concerns.
Roth is the author of How a Second Grader Beats Wall Street and writes The Irrational Investor column on CBS Moneywatch.com. He teaches behavioral finance and investments at the University of Denver. Roth insists that neither his credentials (CFP, CPA, MBA), nor his business experience (McKinsey consulting and officer of mega-billion dollar companies) interferes with his ability to keep finance simple. He is frequently quoted in The Wall Street Journal, The New York Times, Money Magazine, and other financial media.
Roth is a graduate of the University of Colorado and has his MBA from the Kellogg Graduate School of Management at Northwestern University. His web site is www.DareToBeDull.com.
Roth is the author of How a Second Grader Beats Wall Street and writes The Irrational Investor column on CBS Moneywatch.com. He teaches behavioral finance and investments at the University of Denver. Roth insists that neither his credentials (CFP, CPA, MBA), nor his business experience (McKinsey consulting and officer of mega-billion dollar companies) interferes with his ability to keep finance simple. He is frequently quoted in The Wall Street Journal, The New York Times, Money Magazine, and other financial media.
Roth is a graduate of the University of Colorado and has his MBA from the Kellogg Graduate School of Management at Northwestern University. His web site is www.DareToBeDull.com.
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