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 and valuations to determine return on investment and potential risks. Prior to his current role as CEO, Roger was a managing director for Morgan Stanley from 1989 until 2016.
On October 16th, 2019, Barron’s elected Roger into the Hall of Fame for Financial Advisors. This exclusive grouping of top executives exemplifies Roger’s professional and personal acumen as it is the highest honor in the financial services industry to be named to the Barron’s Hall of Fame.
While at Morgan Stanley and its predecessor firms, Roger’s expertise resulted in his management of more than $26 billion. With demonstrated achievement in identifying and securing new business, implementing large-scale corporate services assignments, and developing a successful high-net-worth asset management practice, Roger has proven himself an expert in relationship management, raising assets, financial modeling, valuation, and analysis for various investment opportunities and for supporting clients in meeting their financial goals.
Roger maintained leadership over 100 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, and established a robust client network of c-suite stakeholders to identify new service opportunities. Roger has also managed over 300 professionals ranging from financial advisors, implementation specialists, RFP/RFI specialists, administrators, and information technology personnel and has a well-documented record of relationship management, financial modeling, valuation, and analysis.
In his current role as CEO at Coleman Group partners, Rogers has collaborated on, sourced, evaluated, and invested in dozens of mid-to-late stage private equity deals. Most recently, he used his vast skill sets to be the angel investor in a public benefit company called Disaster Technologies Inc. In this venture capital role, Roger is also the chief strategy officer and a voting board member.
After graduating from Marist College School of Management with a BS in business administration and international global studies, Roger subsequently began a long, multi-faceted career on Wall Street. During that time, he founded a new division in the financial services industry, corporate services, which deals with the administration and trading of corporate equity plans. Therefore, many consider him the father of the global equity administration, which is now a multibillion-dollar industry.
Outside of his presence as a business executive, Roger is also known for his impact and philanthropy in 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 a founding chairman, board member, mentor, and advisor for Tuesday’s Children which was founded to promote long-term healing in all those directly impacted by the events of Tuesday, September 11, 2001. Our mission today is to keep the promise to those children and families while serving and supporting communities affected by acts of terror worldwide His[RC1] charitable spirit extends to many other important causes including Tisch MS Research Center, Plan International[RC2] , The Children’s Aid Society, and the renovation and completion of a 14 acre multi use park and athletic facility named Manhasset Valley Park.
Roger V. Coleman
CEO and Founder
Coleman Group Partners
6 Brookside Drive, Plandome, New York 11030