Anibal Roman

Director of Investment Research

At SWA, Anibal serves as Director of Case Design. He is committed to ensuring that the models and portfolios used are presented with the utmost due diligence and satisfy the client’s needs and goals. He is also responsible for working closely with the partners in analyzing the best investment choices for all our clients.

Anibal graduated from the University of Texas at El Paso (UTEP) with a Bachelors in Business Administration in the field of Finance. During his time at UTEP, he served as president of the Financial Management Association at the College of Business where he received the opportunity to attend the 2013 and 2014 Berkshire Hathaway Annual Shareholders Meeting in Omaha, Nebraska.

Anibal serves as Director of Investment Research with Strategic Wealth Advisors and holds FINRA Series 7.