Dean Rogers, CFA®
Portfolio Manager
Originally from a rural town in Southwest Missouri, Dean began his career in Texas after graduating from Baylor University in 2016. While at Baylor, Dean was
fortunate enough to work as an investment analyst for one of the university’s endowment funds – quickly igniting his passion for public markets and alternative investment strategies. Dean has since spent the past several years working in a variety of portfolio management capacities, relocating from Austin, Texas in 2023 to join IDA at their home office in Carlsbad.
As Portfolio Manager, Dean is responsible for execution and oversight of the firm’s investment program, including securities trading, investment due diligence, and
portfolio design and construction. He holds the Series 65 designation and is also a Chartered Financial Analyst (CFA) Charterholder.
- Previous Experience: USAA · Aspireon Wealth Advisors · Silicon Hills Wealth Management
- Education: B.B.A., Accounting and Finance, Baylor University
Outside of work, you can find Dean at the beach, on a hiking trail, or a pickleball/sand volleyball court. He also loves aviation, live music, water sports, and of course the Baylor Bears.
“The pessimist complains about the wind; the optimist expects it to change; the realist adjusts the sails.” ― William Arthur Ward