Roger Colburn Hewins
Chief Executive Officer at Team Hewins LLC
Profile
Roger Colburn Hewins is the founder of Team Hewins LLC, which is founded in 2017, where he holds the title of Principal & President.
He is currently the Director at Ordway Center.
For The Performing Arts.
Mr. Hewins was the President of Wipfli Financial Advisors LLC from 1999 to 2018.
He completed his undergraduate degree at Fordham University and earned an MBA from Harvard Business School.
Roger Colburn Hewins active positions
Companies | Position | Start |
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Ordway Center For The Performing Arts
Ordway Center For The Performing Arts Media ConglomeratesConsumer Services Ordway Center for the Performing Arts is a not-for-profit organization that hosts, presents, and creates performing arts and educational programs that engage artists and enrich audiences. The Center provides home for The Saint Paul Chamber Orchestra, The Schubert Club, and The Minnesota Opera. Founded in 1985 by Sally Ordway, Ordway Center for the Performing Arts is headquartered in Saint Paul, MN. | Director/Board Member | - |
Team Hewins LLC
Team Hewins LLC Investment ManagersFinance Team Hewins LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Redwood City, California. The firm was founded by Roger C. Hewins III in 2017. Team Hewins offers financial planning and investment advisory services to individuals and families, business entities, pension and profit-sharing plans, trusts, estates, and charitable organizations. | Chief Executive Officer | 2016-12-31 |
Former positions of Roger Colburn Hewins
Companies | Position | End |
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Wipfli Financial Advisors LLC
Wipfli Financial Advisors LLC Investment ManagersFinance Wipfli Financial Advisors LLC (Wipfli Financial) is a SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded in 1999 under the name Hewins Financial Advisors LLC and became Wipfli Financial Advisors in 2018. They were acquired by Creative Planning LLC in 2022. Wipfli Financial offers investment advisory and financial planning services to individuals, couples, families, business entities, pension and profit-sharing plans, trusts, estates and charitable organizations located throughout the US. | President | 2018-05-31 |
Training of Roger Colburn Hewins
Fordham University | Undergraduate Degree |
Harvard Business School | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 3 |
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Ordway Center For The Performing Arts
Ordway Center For The Performing Arts Media ConglomeratesConsumer Services Ordway Center for the Performing Arts is a not-for-profit organization that hosts, presents, and creates performing arts and educational programs that engage artists and enrich audiences. The Center provides home for The Saint Paul Chamber Orchestra, The Schubert Club, and The Minnesota Opera. Founded in 1985 by Sally Ordway, Ordway Center for the Performing Arts is headquartered in Saint Paul, MN. | Consumer Services |
Wipfli Financial Advisors LLC
Wipfli Financial Advisors LLC Investment ManagersFinance Wipfli Financial Advisors LLC (Wipfli Financial) is a SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded in 1999 under the name Hewins Financial Advisors LLC and became Wipfli Financial Advisors in 2018. They were acquired by Creative Planning LLC in 2022. Wipfli Financial offers investment advisory and financial planning services to individuals, couples, families, business entities, pension and profit-sharing plans, trusts, estates and charitable organizations located throughout the US. | Finance |
Team Hewins LLC
Team Hewins LLC Investment ManagersFinance Team Hewins LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Redwood City, California. The firm was founded by Roger C. Hewins III in 2017. Team Hewins offers financial planning and investment advisory services to individuals and families, business entities, pension and profit-sharing plans, trusts, estates, and charitable organizations. | Finance |
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