Roger Beutler, CAIA®

Wealth Management Team
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Roger Beutler, CAIA®

Senior Investment Officer

Roger Beutler, CAIA worked in banking and finance since starting his career in the early 90s in Switzerland. He was a Director of Investments for a +$2 billion foundation, where he was responsible for the foundation’s private market investments comprising of over $500M in private equity and real estate commitments. Prior, Beutler led the sub-adviser selection for a family of mutual funds and held positions in the investment consulting industry. Beutler graduated from the University of Applied Science in Berne, Switzerland, majoring in Banking and Finance.

Outside of work, Roger is an avid trail and road runner and can often be found on the trails of Arizona.

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