Team WEIL since 2021
The origins of Roy's professional arc can be found in the talents and desires of his early life - particularly his love of sports, aptitude for math, ability to connect with people, and a desire to make sure family and friends (several of whom are professional athletes) have access to competent and practical financial advice and wealth-building opportunities.
After graduating San Diego State University with a degree in Economics in 2014, Roy made his first foray into financial services. With many opportunities that turned out to be excellent learning experiences, he ultimately did not find the right fit. In a pivot toward work that allowed him to flex his math, interpersonal, and basketball skills, he taught high school mathematics and coached youth basketball. Doing this work further cultivated his passion and talent for educating, connecting, learning, and working with others.
During that time, the desire to work in financial services remained at the forefront of his mind, and a happy association with Christopher Weil & Company, Inc. advisor Rob Gaan, led to a position at WEIL on its Investment Team as an Investment Associate in April 2021. Together with the other members of the Investment Team, he works to build, monitor, and adjust investment products for the benefit of WEIL’s clients.
In his spare time, he enjoys the company of friends and family, indulging his competitive spirit by following professional sports, playing recreationally, and sharing his love of basketball by coaching youth teams.