Profile
Mr. Paul A. Roukis, CFA, is a Managing Director & Portfolio Manager at Great Lakes Advisors LLC.
He is a Portfolio Manager on the Great Lakes Advisors Fundamental Equity Large Cap team.
Mr. Roukis was previously employed as a Managing Director by Rothschild & Co. Asset Management US, Inc., an Analyst by Natwest Securities Corp., and Value Line, Inc., a Research Analyst by Schroders, Inc., and Sidoti & Co. LLC.
He received his undergraduate degree from Hofstra University.
Paul Roukis active positions
| Companies | Position | Start |
|---|---|---|
Great Lakes Advisors LLC
Great Lakes Advisors LLC Investment ManagersFinance GLA is a value-oriented investment manager that offers fundamental and disciplined equity strategies as well as customized fixed income separately managed solutions along with an open architecture strategy combining SMAs with funds. They offer actively managed equity, fixed income, and alternatives strategies. | Portfolio Manager-Equities | - |
Former positions of Paul Roukis
| Companies | Position | End |
|---|---|---|
Rothschild & Co. Asset Management US, Inc.
Rothschild & Co. Asset Management US, Inc. Investment ManagersFinance R&Co actively manages their portfolios with a goal of outperforming the indices, whatever the market conditions, and with a controlled level of risk. The firm’s investment strategy is based on three key principles that drive their investment decisions regarding allocation, sector and stock selection. Their three core investment principles are Conviction, Fundamentals and Convexity. | Portfolio Manager-Equities | 01/01/2023 |
Sidoti & Co. LLC
Sidoti & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 31/12/2004 |
Schroders, Inc. | Corporate Officer/Principal | - |
| VALUE LINE, INC. | Corporate Officer/Principal | - |
Natwest Securities Corp. | Corporate Officer/Principal | - |
Training of Paul Roukis
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 7 |
|---|---|
Value Line, Inc.
Value Line, Inc. Publishing: Books/MagazinesConsumer Services Produces investment periodicals and related publications | Consumer Services |
Schroders, Inc. | |
Rothschild & Co. Asset Management US, Inc.
Rothschild & Co. Asset Management US, Inc. Investment ManagersFinance R&Co actively manages their portfolios with a goal of outperforming the indices, whatever the market conditions, and with a controlled level of risk. The firm’s investment strategy is based on three key principles that drive their investment decisions regarding allocation, sector and stock selection. Their three core investment principles are Conviction, Fundamentals and Convexity. | Finance |
Sidoti & Co. LLC
Sidoti & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Hofstra University
Hofstra University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Natwest Securities Corp. | |
Great Lakes Advisors LLC
Great Lakes Advisors LLC Investment ManagersFinance GLA is a value-oriented investment manager that offers fundamental and disciplined equity strategies as well as customized fixed income separately managed solutions along with an open architecture strategy combining SMAs with funds. They offer actively managed equity, fixed income, and alternatives strategies. | Finance |
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