Segal Advisors, Inc., Acquires Rogerscasey
Mary L. Feldman
Senior Vice President, Public Affairs
NEW YORK (2/3/12) —John DeMairo, President and CEO of Segal Advisors, Inc., the SEC-registered investment consulting subsidiary of The Segal Group, Inc., has announced that the firm has acquired the business of Rogerscasey, a global investment solutions firm that has served institutional asset owners and others for more than 40 years. The combined entity has more than 350 clients with worldwide advisory assets approaching $400 billion. With more than 120 staff members, Segal Rogerscasey is privately held with headquarters in New York and offices in Atlanta, Boston, Chicago, Cleveland, Darien, Houston, Los Angeles, Toronto and Ireland. Rogerscasey Canada (now called Segal Rogerscasey Canada) is also part of the transaction.
In announcing the transaction, Mr. DeMairo said, “Both firms have a strong brand and reputation in the marketplace. In combination, we have a diverse wealth of talent and resources. Our proprietary research methodologies are complementary. We firmly believe our enhanced capabilities set us apart in the marketplace.” Mr. DeMairo continued, “We are pleased to announce that we will continue to serve financial services firms via Rogerscasey, a Segal Advisors Company.”
Tim Barron, formerly CEO of Rogerscasey, has joined as Chief Investment Officer. He added, “This is an excellent opportunity to enhance the services we bring to all our clients through our shared focus on research, evaluation of asset managers, and unique and effective communication of manager skill and performance. We think the future is very bright.”
For more information, or to speak with Mr. DeMairo or Mr. Barron, contact Mary L. Feldman at 212.251.5029 or firstname.lastname@example.org.
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Segal Rogerscasey (www.segalrc.com) is a global investment solutions firm serving more than 350 clients with nearly $400 billion in total assets under advisement. The firm has been in operation for more than 40 years and is one of the largest U.S.-based investment consultants. Clients include corporations, non-profit organizations, endowments, foundations, state and local governments and joint boards of trustees administering benefits plans under the Taft-Hartley Act. The firm works with financial service firms through Rogerscasey, a Division of Segal Advisors, and to Canadian clients through Segal Rogerscasey Canada.