Rodger Isom

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Profile

Rodger Isom worked as a Portfolio Manager at West Financial Services, Inc. from 2018 to 2023.
He completed his undergraduate degree at Virginia Tech Graduate School.

Former positions of Rodger Isom

Companies	Position	End
West Financial Services, Inc. West Financial Services, Inc. Investment ManagersFinance WFS aims to optimize the return on each client’s portfolio while keeping within the individual’s risk tolerance, time horizon, tax and wealth objectives, and restrictions established by clients. The firm seeks to maintain a long-term view over the entire business cycle. Their portfolios generally utilize diversification across global asset classes as their foundation while incorporating disciplined research-driven tactical asset allocation adjustments.	Portfolio Manager-Equities	01/10/2023

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Education of Rodger Isom

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Private companies	2
West Financial Services, Inc. West Financial Services, Inc. Investment ManagersFinance WFS aims to optimize the return on each client’s portfolio while keeping within the individual’s risk tolerance, time horizon, tax and wealth objectives, and restrictions established by clients. The firm seeks to maintain a long-term view over the entire business cycle. Their portfolios generally utilize diversification across global asset classes as their foundation while incorporating disciplined research-driven tactical asset allocation adjustments.	Finance
Virginia Tech Graduate School Virginia Tech Graduate School Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services

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