Roxanna is a seasoned marketing and business development executive who promotes Claraphi’s investment advisory capabilities and turnkey asset management services to Registered Investment Advisors (RIAs) and Independent Advisor Representatives (IARs) across the country. She plays an integral role in shaping the recruitment, transition, and ongoing experience financial advisors have with our firm. Prior to joining Claraphi, Roxanna’s career included senior management roles in operations, product development, client services, and sales and marketing at firms that include Bear Stearns, Merrill Lynch, Eqis Wealth Management, Legent (COR) Clearing, and Broadridge Investment Solutions. Roxanna studied behavioral science at Iona College in New Rochelle, N.Y. She holds the Series 65 license.
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