FOR IMMEDIATE RELEASE
Contact: David Root
PITTSBURGH, March 3, 2020: DBR & CO is pleased to announce the addition of Jesse B. Root to its team. He joins the firm following previous experience as an Associate with Hedgeye Risk Management, an industry leading independent macroeconomic and equity research firm. While at Hedgeye, Jesse published institutional investment research on publicly traded equity securities within the Energy Sector, including Midstream, Oil Field Services, Refining, and Exploration & Production companies. He has additional experience working as a Summer Analyst for Morgan Stanley Capital Markets and 400 Capital Management. Prior to Hedgeye, Jesse played professional ice hockey 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 a BA in Political Science from Yale University, where he completed coursework under David F. Swensen, Chief Investment Officer of the Yale University Endowment. While at Yale, Jesse served as captain of the Men’s Division I hockey team and was a member of the 2013 NCAA National Championship team.
At DBR & CO, Jesse will contribute to the firm’s investment research efforts, while overseeing portions of DBR & CO’s Fiduciary Plan Solutions with respected corporate retirement plan manager, Richard R. Applegate.
The addition of Jesse Root represents another generation of the Root family at DBR & CO. Founder and CEO David B. Root Jr. sees the addition as the next step in DBR & CO’s ongoing growth strategy: “Jesse’s experience and skillset will be a valuable addition to our already accomplished and experienced team of professionals. I look forward to working alongside him and seeing his contributions to the firm.”
Jesse added, “I’m very proud to be joining DBR & CO. Everyone involved with the firm has worked extremely hard for the past 25 years to get DBR to where it is today. I’m honored, and excited, to be part of the company’s next chapters.”
Jesse holds a Series 65 license and has passed all levels of the CFA exam.
About DBR & CO
Founded in 1994, DBR & CO is an independent Registered Investment Advisor, (RIA) and Fiduciary. The firm provides Financial Planning and Asset Management services to individuals, businesses and qualified company retirement plans nationwide. DBR & CO’s corporate headquarters are in Pittsburgh, PA with an additional office in Toledo, OH, serving clients throughout the Great Lakes Region. For more information, contact the firm at 412-227-2800, or visit dbroot.com.
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