Prior to joining the Yuba Group, Roger served as the team leader for the Higher Education and Not-for-Profit Team at Moody’s Investors Service, leading a team of eleven analysts responsible for credit analysis and credit ratings. He was a senior member of rating committee for the public finance group and a key driver of analytic enhancements to Moody’s rating process, especially surrounding variable rate debt, liquidity, debt-related derivatives and investment policies during his tenure.
Over his eight years at Moody’s, Roger worked as the lead analyst for a diverse portfolio of institutions, including ivy league universities, large public university systems, complex academic medical centers, leading cultural institutions and small private colleges. Roger was also lead analyst on a number of hospitals and healthcare organizations. His credit rating agency work took him around the world as Roger also led outreach efforts globally, including with universities in Australia, the United Kingdom, Canada, Singapore and Mexico.
Roger received his B.A. in Political Science and Economics from Brandeis University and his M.P.A in Public and Non-Profit Finance from New York University.
Municipal Advisor Licenses:
Series 54 Municipal Advisor Principal
Series 50 Municipal Advisor