Strategist

Roosevelt Bowman

Advisor Headshot

Adaptability Is My Hallmark

Whether it is learning how to code when my company went bankrupt in ’08 or incorporating new types of data into my investment models, I’m constantly looking for ways to improve. At Bernstein, this is possible every single day.

What inspired you to join Bernstein?

I am extremely fortunate that I have returned to Bernstein where I began my career. The abundance of new types of economic data being generated right now is transforming how we all invest. This fascinates me as someone who is open to change and prides himself on being flexible. In fact, I thrive when I am incited to adapt, which is another reason I was drawn to re-join Bernstein as the firm is always evolving. Bernstein is a firm that uses tremendous quantitative tools, such as machine learning and artificial intelligence, to produce superior investment outcomes for our clients. The firm is an ideal match for my personality and desire to evolve as a person and professional.

Share one of your most memorable professional accomplishments with us.

While I was a research analyst at the Federal Reserve Bank of New York, located in New York City, I co-authored a paper on why the US dollar weakens. As the dollar is the most highly traded currency in the world, I enjoyed proving this critical analysis to my industry contemporaries. After the paper was selected for the New York Fed’s blog, the piece was also featured in the Wall Street Journal and Econbrowser as well. To see some of the economists I look up to highlighting my work was both humbling and exhilarating. As a decades-long student of economics, I felt a great sense of accomplishment that I was able to meaningfully contribute to the discipline.

What passions do you pursue outside of work?

My main passion outside of work is providing people with the math-based tools and empathetic guidance they need in order to advance their careers. Many people are, understandably, overwhelmed by the job search process. With those I mentor, I share networking strategies and a probability-based decision-making approach for finding the right career path. My goal is to help others obtain the professional path they want in as pain and stress-free a way as possible.

I’ve learned many lessons from surviving the multitude of crises our industry has seen over the last 30-some years. It is why I’m always excited to share my insights and help people, in an informal and pro bono way, identify and reach their professional goals—as efficiently as possible. That’s what makes my soul feel full.