Roger Williams
- Founder, CEO and Director
of Operations
For Roger Williams, value investing has been
a life-long passion and he has more than
30 years of experience helping advise
investors about effective responsible
investing. Roger holds a Bachelor's Degree
in Business and is a respected authority
on the trends in the financial marketplace
and remains steadfastly dedicated to the
strict value disciplines that have
embodied the firm's core investment
philosophy since it was founded.
Alan Collins- President and Portfolio
Manager
Alan brings significant experience to
CG Management with a history
in corporate capital investing in Asia and
other emerging markets. Alan holds an
M.B.A. in Finance and his advancement
through TEEB's corporate infrastructure
has been very highly beneficial as our
firm concentrates now more than ever on
international expansion. His background
has provided him with a unique first-hand
perspective on the needs of the private
investment client.
Cam Stephenson - Senior Vice President, Research
Analyst, Portfolio Manager
When Cam Stephenson joined CG Management in 1998, he brought with him 10
years of corporate financial management
expertise. It is his intimate knowledge of
how companies operate that gives him an
added insight that is not commonly found
in many research analysts and portfolio
managers. Cam Holds an M.B.A. in Finance
and as a strong believer in researching
first hand the investments he considers
for each investor's portfolio; he has
become a reliable resource for forecasting
future market trends.
Cindy Wong - Chief Financial Officer,
Equity Research
Cindy Wong joined CG Management in 1996 as controller. Prior to CG Management, she worked for
Prescott and David Asset Management where
she advanced within the accounting
department to the position of assistant
controller. Cindy holds a B.B.A. and an
M.B.A. and she is licensed as a certified
public accountant. Cindy's intuitive
understanding of finance recently led our
decision to promote her to also head our
Equity Research department.
