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Investment Management Group

Roy D. Treible

Chief Compliance Officer, Director of IT

Roy is North American Management’s Chief Compliance Officer and Director of IT. In addition to his experience at North American Management, Roy’s investment industry experience includes Bridgewater Advisors, a small independent wealth management firm in NYC where he held several positions relating to managing client portfolios. Roy also spent time with Advent Software, Inc. where he worked as a Senior Consultant, advising financial service firms on operations and workflow efficiencies with a focus on portfolio management and back office operations.

Roy has a BS from the City University of New York and an MBA from Pace University.

 

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