As President and Founder of Team Hewins, Roger serves many of our firm’s largest and most complex clients while leading the Management Team and setting the strategic direction for the company.
Roger has over 30 years of financial and investment management experience, including trading and portfolio management for multi-billion-dollar institutional investors.
In 1999 Roger founded and served as President of Hewins Financial Advisors (primarily in California and Florida) and Wipfli Hewins Investment Advisors (primarily in the Midwest). Roger worked with Wipfli LLP, our regional CPA firm partner at the time, to create a CPA-based Financial Advisory practice, ultimately serving over 2000 clients with almost $5 billion in assets in the combined firms. In June 2018, the California and Florida portions of the business separated from the CPA-based practice to become Team Hewins; an independent fee-only advisory firm focused on serving family wealth clients.
Before founding Hewins Financial Advisors in 1999, Roger served as Senior Vice President of PR Taylor, where he led the investment management consulting practice. Prior to joining PR Taylor, Roger was Vice President at Wells Fargo Nikko Investment Advisors (now part of Blackrock), the world’s largest index fund manager. There Roger managed cash assets of $15 billion in multiple currencies and supervised $5 billion of hedging activity. Before that, he was Cash Manager in the Treasury Department at Intel Corporation.
Roger has a B.S in Psychology from Fordham University and an MBA from Harvard Business School. Roger is a veteran of the United States Marine Corps, where he served as a Combat Engineer Officer.
In his free time, Roger enjoys listening to music, playing guitar, and reading.