Root, CFA


At DBR & CO, Jesse contributes to the firm’s investment research efforts. He also oversees segments of DBR & CO's Fiduciary Plan Solutions, working with respected corporate retirement plan manager Richard R. Applegate.  


Prior to DBR & CO, Jesse analyzed publicly traded equity securities for institutions at industry leading independent macroeconomic and equity research firm, Hedgeye Risk Management. Jesse has additional experience as a Summer Analyst for Morgan Stanley Capital Markets and 400 Capital. 


Jesse holds a BA in Political Science from Yale University. While at Yale, Jesse served as captain of the Men’s Division I ice hockey team and was a member of the 2013 NCAA National Championship team. After Yale, Jesse played professionally within the National Hockey League's Dallas Stars and New York Islanders organizations as well as in Bolzano, Italy in the Austrian Elite League.


Jesse holds the Chartered Financial Analyst® designation and also the Series 65.

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Pittsburgh, PA 15219-1818


Phone: 412.227.2800

Toll Free: 888.227.0913

Fax: 412.227.2805

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