Roger has more than 24 years of experience in the banking, asset management, and insurance industries. Since joining McKinsey in 2001, he has served banks, broker-dealers, market makers, insurance companies, hedge funds, asset managers, and data providers.
Examples of Roger’s recent client work include:
- leading multiple strategy projects with US and international banks, wealth and asset managers, market makers, and data and analytics providers
- partnering on performance to improve existing businesses or build new businesses for leading US and international banks, P&C insurers, asset managers, and market markers
- developing operating model and HR strategies for leading US and international banks, asset managers, data and analytics providers, and market makers
- engaging in technology, data, and analytics strategies for leading US and international banks, wealth and asset managers, and data and analytics providers in M&A and post-merger management
- supporting five major banks across various aspects of risk management and regulatory remediation
Roger currently coleads our People and Organizational Performance Practice for financial institutions in North America. Before that, he coled our Corporate & Investment Banking Practice globally for seven years.
Published work
“Extending upmarket in US commercial banking,” McKinsey & Company, July 2022
“How ‘trading as a service’ unlocks opportunities for banks,” McKinsey & Company, March 2021
“Firing on all cylinders in North American commercial banking,” McKinsey & Company, February 2020
“Talent in wholesale banking: Building a sustainable competitive advantage,” McKinsey & Company, May 2019
“The seven pillars of (collections) wisdom,” McKinsey & Company, April 2018
“Reinventing equity research as a profit-making business,” McKinsey & Company, June 2017
“Capital markets and investment banking: Time for real change and bold actions,” McKinsey & Company, September 2016
Beyond the hype: Blockchains in capital markets, McKinsey Working Papers on Corporate & Investment Banking, Number 12, December 2015
The Fundamental Review of the Trading Book: Implications and actions for banks, McKinsey Working Papers on Corporate & Investment Banking, Number 11, December 2015
Improving capital markets profitability: From a product to a client focus, McKinsey Working Papers on Corporate & Investment Banking, Number 5, July 2014
The brave new world of SEFs: How broker-dealers can protect their franchises, McKinsey Working Papers on Corporate & Investment Banking, Number 4, June 2014
Corporate bond e-trading: Same game, new playing field, McKinsey & Company and Greenwich Associates, August 2013 (PDF–1 KB)
Education
University of Basel
PhD, finance
University of St. Gallen
MA, capital markets and finance