General Investing >> Money Manager Interviews >> January 7, 2002

David Root Jr. – D.b. Root & Company

DAVID B. ROOT, JR. is President of D.B. Root & Company and serves as the Chairman of their Investment Policy Committee. The company, a Pittsburgh-based financial counseling firm, was founded 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 is the co-host of a financial TV talk show on cable station, PCNC, entitled Wealthy & Wise. 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: Can you give a brief description of your company and your

responsibilities there?

Mr. Root: D.B. Root & Company is based in Pittsburgh, Pennsylvania. We

are a full-service financial