General Investing >> Money Manager Interviews >> August 9, 2004

DAVID ROOT JR. – D.B. ROOT & CO

DAVID B. ROOT JR. is CEO of D.B. Root & Company and serves as the Chairman of its Investment Policy Committee. Mr. Root and his partner, Carrie Coghill, founded the Pittsburgh-based financial counseling firm in 1994. Mr. Root has established himself as an expert in working with the new American millionaire, having developed this demographic group as his market niche. He has hosted numerous TV and radio talk shows, the most recent being Financial Planning on the NBC affiliate in Pittsburgh, which he hosted with his partner. Mr. Root is an active participant in local and national forums designed to educate the public on the broad spectrum of investment possibilities and the overall importance of sound financial planning. He is quoted extensively in prominent financial publications. For 10 years prior to establishing D.B. Root & Company, Mr. Root was President and Chief Operating Officer of Bill Few Associates, an investment and financial advisory firm. He also held management positions with Muhlenkamp and Company, a money management firm. Mr. Root began his career with The Advisor Group, an employee benefits consulting firm, after graduating from the University of Michigan. He is a registered representative with Commonwealth Financial Network, Inc., member NASD and SIPC. Profile
TWST: Would you start with a brief overview of D.B. Root & Company, and

your investment philosophy?

Mr. Root: D.B. Root & Company is a private financial planning company.

We serve as a

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