Roger Coleman is the CEO of Coleman Group Partners, LLC, where he leads deal sourcing and evaluation of mid-to-late stage private equity investment opportunities and facilitates comprehensive industry and company market analyses, as well as valuations, to determine return on investment (ROI) and potential risks. Prior to his current role as CEO, Roger was a managing director for Morgan Stanley (1989-2016).
As a seasoned and accomplished executive, who focuses on driving the analysis, sourcing, closure, and management of high-volume, public and private equity asset portfolios, corporate services/global equity administration, and asset management, Roger’s expertise has resulted in his management of more than twenty-six billion dollars, while at Morgan Stanley and its predecessor firms. With demonstrated achievement in identifying and securing new business, implementing large-scale corporate services assignments, and developing a highly successful high-net-worth asset management practice, Roger has proven himself as an expert on relationship management, raising assets, financial modeling, valuation, and analysis for various investment opportunities and to support clients in meeting their financial goals.
Roger graduated from Marist College School of Management with a BS in business administration and international global studies and subsequently began what has become a long, multi-faceted career on Wall Street. During this time, Roger founded a new division in the financial services industry; corporate services, which deals with the administration and trading of corporate equity plans. As such, he could be considered the father figure for global equity administration, which is now a multibillion dollar industry.
Roger maintained leadership over one hundred Fortune 500 clients through a comprehensive suite of corporate services and products, including global equity stock plan administration, trading, asset managements, and financial analysis. He hired, coached, and grew a core team of experts and a national network of advisors, who developed and expanded an asset portfolio valued at +$26B, and established a robust client network of c-suite stakeholders to identify new service opportunities. Roger has also managed in excess of 300 professionals, ranging from financial advisors, implementation specialists, RFP/RFI specialists, administrators, and IT personnel and has a well-documented record of relationship management, financial modeling, valuation, and analysis.
Outside of his presence as a business executive, Roger is known for his impact and philanthropy with serving the community. He has been associated with the Plandome Fire Department since 1994, having served as the fire chief between 2005 and 2007, and remains a lifetime member. Roger is also the founding chairman, board member, mentor, and advisor for Tuesday’s Children, since the non-profit’s creation. Tuesday’s Children serves communities affected by acts of terrorism and provides support and mentoring for youth, families, and communities impacted by events on 9-11. His charitable spirit extends to many important causes, where Roger is known as either a major benefactor, benefactor, or donor, including Tisch MS Research Center, Plan International, Children’s Aid, and Manhasset Valley Park.
In November of 2019, Roger was elected to the Barron’s Hall of Fame.