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Roger Saks

Managing Director/Investments, The Saks Wealth Management Group – Stifel

Roger Saks is the group leader of Saks Wealth Management at Stifel Financial, specializing in tailored financial guidance for affluent individuals and high net worth families across various states.

With a strong belief in understanding personal life goals alongside wealth growth, Roger is dedicated to providing personalized strategies for wealth management, philanthropy, insurance, healthcare, and lifestyle planning.

His expertise lies in crafting customized financial solutions, offering comprehensive wealth management services, and focusing on building strong relationships with clients to help them achieve their financial and life goals.

Beyond his financial career, Roger is an outdoor enthusiast enjoying skiing, pickleball, paddleball, boating, biking, and hiking. He is also actively involved in philanthropic causes supporting environmental sustainability and disadvantaged youths.

As an amateur photographer, Roger captures the beauty of locations like the Adirondacks and Lake George, alongside sporting events. Family-oriented, Roger is a husband and father of four young adults, often sharing adventures with their family dog, Leo.

In addition to his financial and personal interests, Roger has a fun side being able to juggle and ride a unicycle, although not simultaneously.

Roger Saks holds a Bachelor of Science degree in Economics, Finance, and Marketing from The Wharton School. His professional background includes roles as a Managing Director at Saks Wealth Management, Barclays Wealth and Investment Management, and Barclays Investment Bank, as well as Vice President positions at Lehman Brothers and Goldman Sachs.

Roger is open to connecting with professionals and potential clients for discussions on financial guidance and assistance. For inquiries or consultations, you can reach out to Roger via email at [email protected].

Roger Saks
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Location

New York City Metropolitan Area