As our readers know, we are excited about Harrisburg’s Roof Advisory Group, a division of Fort Pitt Capital Group, joining our firm. With the addition of the firm comes new faces, who we will begin to introduce throughout our Employee Spotlight series.
We’d first like to welcome Jeff Roof, Head of Central PA Region and founder of Roof Advisory Group. We sat down with Jeff to discuss the decision to join Fort Pitt, his passion for sailing, and the unique path he took from his undergraduate degree to a career in finance.
Why did Roof Advisory Group join Fort Pitt?
For the last few years, we’ve been looking for a succession partner that would create continuity for clients and staff, as well as provide ongoing growth opportunities for our firm. We sought a partner that was similar and aligned on culture, philosophy, and values; Fort Pitt brought all of this to the table. We’re very pleased and excited to be working as part of the Fort Pitt team!
What is your day-to-day like?
My day-to-day varies significantly; no two days are alike. Particularly over the last year, my primary focus has been merger and acquisition (M&A) discussions. I’ve been very focused on the M&A effort to ensure that Roof and Fort Pitt come together to have a smooth transition for clients and staff.
How do you spend your time outside of work?
My biggest interest and passion outside of work is sailing. I’ve sailed since I was a teenager, and my wife and I have a boat in Annapolis, Maryland where we spend most of our weekends. We’ve done offshore sailing from New England to southern Florida. We really enjoy taking our boat on longer trips in the Atlantic, but most often, we’re sailing in the Chesapeake Bay.
What’s something most people don’t know about you?
I earned my undergraduate degree at Rutgers in pathogenic microbiology, which isn’t the typical background for someone in business or financial planning. However, during my graduate degree work at Lehigh, I started to develop an interest in business and eventually transitioned to the investment world where I have spent my career. While not a traditional path, I do believe the analytical mindset from my undergraduate work has served me well in financial and business problem-solving.
Another fun fact is that on two different occasions I have ridden my Triumph motorcycle from Pennsylvania to Texas to Florida and back again. My wife met me at stops along the way to enjoy different cities such as San Antonio, New Orleans and Jacksonville.