Jay Rogers

Jay L. Rogers is a highly credentialed and experienced investment professional and entrepreneur with over three decades in the financial services industry. His educational background includes a BS from Northeastern University, graduate coursework at prestigious institutions like Harvard, UCLA, and the Wharton School of Business at UPENN, as well as training from the USMC Officer Candidate School in Quantico, VA.

Mr. Rogers has held multiple securities licenses, including FINRA Series 7, 24, 31, 63, 99, and 65, and has been a member of the CFA Institute and the CFA Society of Orange County. His expertise spans a wide range of areas, including alternative investments, family office management, investment consulting, manager selection, due diligence, and litigation support services.

Throughout his career, Mr. Rogers has held prominent roles at various firms, such as President of Alpha Strategies Investment Consulting, CEO/CIO of Four Thirteen, LLC, and Managing Principal of Five 9 Securities, LLC. He has also served as Executive Director and Chief Investment Officer for Bergendahl Holdings, a single-family office, and has provided investment management services to hedge funds and private equity fund-of-funds.

Mr. Rogers has extensive experience as an expert witness, having testified in both federal and state court actions and mediations. He has been deposed multiple times, provided expert witness reports, and offered legal strategy advice in numerous cases. Additionally, he is affiliated with several expert witness networks, including Round Table Group, ForensisGroup, Silverlight Expert Network Group, Expert Institute (Expert iQ), GLG Group, and WIT Legal.

Beyond his professional accomplishments, Mr. Rogers is a frequent speaker at industry events and has been recognized with numerous awards, including the International Hedge Fund Awards' Rising Star of Hedge Funds and Family Office Choice: Consultancy Firm of the Year. He has also been featured in various financial publications, such as the Wall Street Journal, Bloomberg News, and NPR, further solidifying his reputation as a trusted authority in the field.