Manager of Due Diligence, American Portfolios Advisors, Inc. (APA)
As the Manager of Due Diligence for American Portfolios Advisors, Inc., (APA). Mr. Rozzi provides product due diligence for separately managed accounts (SMAs), mutual funds and third-party fund wrap programs. He also provides research, creates data and adds in-depth product support to APA advisors and sales support teams for all advisory products. Additionally, he is the subject matter expert on the separate account managers for APA’s managed account solutions, reviewing and adding investment options to keep NPIM and American Portfolios at the forefront of alternative investments. Prior to joining APA in October of 2017, Mr. Rozzi served as the portfolio analyst at Progressive Advisory Solutions, LLC, where he provided portfolio analysis and research for the CIO and the Investment Committee, working closely with the firm’s tactical portfolios by performing routine quantitative and risk analytics. Mr. Rozzi received his bachelor’s degree in finance with a concentration in investment management from the University of Dayton. While attending Dayton, he was involved in the Hanley Trading Center where he developed advanced technical analysis skills. Sam holds his Series 7 and 66 licenses and is currently a CFA Level One Candidate.