General Investing >> Money Manager Interviews >> March 31, 2003
DAVID B. ROOT JR. is CEO of D.B. Root & Company and serves as the
Chairman of its Investment Policy Committee. Mr. Root and his partner,
Carrie Coghill, founded the Pittsburgh-based financial counseling firm
in 1994. Mr. Root has established himself as an expert in working with
the new American millionaire, having developed this demographic group as
his market niche. He has hosted numerous TV and radio talk shows, the
most recent being Financial Planning on the NBC affiliate in Pittsburgh,
which he hosted with his partner. Mr. Root is an active participant in
local and national forums designed to educate the public on the broad
spectrum of investment possibilities and the overall importance of sound
financial planning. He is quoted extensively in prominent financial
publications. For 10 years prior to establishing D.B. Root & Company,
Mr. Root was President and Chief Operating Officer of Bill Few
Associates, an investment and financial advisory firm. He also held
management positions with Muhlenkamp and Company, a money management
firm. Mr. Root began his career with The Advisor Group, an employee
benefits consulting firm, after graduating from the University of
Michigan. He is a registered representative with Commonwealth Financial
Network, Inc., member NASD and SIPC. Profile
Company?
Mr. Root: D.B. Root & Company is a private financial counseling
and investment management company that serves as a
