A resident of New York, Roger Coleman currently serves as an impact investor and as the president of Disaster Technologies Incorporated in Washington, D.C. Recently, Roger received the honor of induction into the prestigious and distinguished Barron’s Hall of Fame.
A trusted source of market ideas and financial insight, Barron’s has ranked financial advisors since 2004. The organization, which was founded in 1921, currently names only a small fraction of the top one percent of financial advisors to its Hall of Fame list. Clearly, not just any financial advisor can qualify. To qualify for the Hall of Fame, advisors must first answer over 100 questions about their financial advising practices. Questions on the survey, which range from assets under management and revenue to industry designations and philanthropic work, provide insight into the professionalism of each candidate. In terms of quantitative metrics, Barron’s focuses most heavily on assets and revenue. Both of these metrics are influenced by client choice and client driven referrals, which indicate high quality financial advisors.
