Rodger is President and Chief Investment Officer of Hooker & Holcombe Investment Advisors, Inc. He holds the designation of Chartered Financial Analyst (CFA) and heads the HHIA team of professionals who furnish advisory services to clients. Rodger provides institutional clients with investment consulting services, asset management services, asset allocation studies and investment evaluations.

Rodger’s investment capabilities and institutional money management experience brings an increased sophistication to the fund selection and monitoring process. He is also the Client Relationship Consultant for HHIA’s largest and most sophisticated clients, is responsible for directing the Asset Allocation and Fund Research efforts of HHIA and is the Chairman of the Custom Asset Allocation Committee.

Prior to joining HHIA, Rodger was with Hartford Investment Management Company, a subsidiary of Hartford Financial Services Corporation (HIG). He was a Vice President and Equity Portfolio Manager where his responsibilities included:

• Active and Passive Equity Portfolio Manager with over $4 billion in assets under management
• Liaison to the Hartford Mutual Fund Board of Directors with $50 billion in assets under management

Rodger earned a BA in Economics from St. Lawrence University and an MBA with a concentration in Finance from the University of Hartford. He earned his Charter from the CFA Institute in 1994.

Rodger is a member of the CFA Institute and a member of the Hartford CFA Society. He also devotes his time as a consultant or board member for various organizations in Connecticut.

Art Meizner is Director of Investment Consulting Services at Hooker & Holcombe Investment Advisors, Inc. He provides investment consulting and asset management services to institutional clients and works closely with each client to identify and set goals and objectives, develop custom strategies, and implement specific plans. As part of the process he monitors and reviews investment results, and recommends strategic and tactical adjustments as needed. More than 25 years of providing investment and financial advice has allowed him to develop and refine his systematic consulting approach to fulfill the needs of each specific client.

Prior to joining HHIA in 2005 Art was with Merrill Lynch, the Frank Russell Company, and Advest, where he held investment advisory and management positions. He has lectured, authored and conducted investment seminars in more than 20 states throughout the United States on topics including: reducing portfolio risk, investing in uncertain times and diversification using multi-asset, multi-style and multi-manager methodology.

Art earned a Bachelor of Arts, cum laude, from the University at Buffalo and a Master of Science from Syracuse University. He holds the designations of Chartered Financial Analyst (CFA) and Certified Financial Planner™ (CFP®), both of which are globally recognized for setting the standards for measuring the competency, ethics and integrity of professionals in the investment and financial services industries. He is one of a select group of professionals in Connecticut to hold both designations. In addition to his CFA and CFP® designations, Art has his FINRA Series 7, 8, 24, 63, and 65.

Art is a member of the CFA Institute and the Hartford CFA Society.

John is Vice President and Director of Operations at Hooker & Holcombe Investment Advisors, Inc. He is responsible for client accounting and reporting, investment technology, and is HHIA’s Chief Compliance Officer. John also assists with investment research and is a member of the HHIA Investment Committee. John’s in-depth retirement plan background complements his investment advisory role with HHIA.

John has been involved with HHIA operations in varying capacities since its inception. He has played an integral role in designing internal processes and implementing relationships with affiliated service providers. He began his pension career at the Travelers Insurance Company in 1987 and then joined Hooker & Holcombe, Inc. in 1989 as an analyst. John has worked with a wide variety of clients including sponsors of corporate, municipal and church plans. In this role he served as the lead analyst for some of the firm’s largest clients.

John’s extensive experience covers a wide range of pension related issues. He has provided services for defined benefit plans, defined contribution plans, non-qualified plans and post-retirement welfare plans. John’s expertise includes Financial Accounting Standards, Cost Accounting Standards and asset liability modeling. 

John graduated from Central Connecticut State University with a B.A. in Mathematics. He earned his Charter from the CFA Institute in 2008 and he holds the FINRA Series 6, 63 and 65 securities licenses.

John is a Member of the CFA Institute and the Hartford CFA Society.

Stuart Herskowitz is Senior Vice President Hooker & Holcombe Retirement Services, Inc. Stuart is instrumental in coordinating and transitioning new client engagements to H&H. Stu actively consults with both public and private sector employers on a range of institutional retirement plan related issues. As a principal in the firm, he plays a leading role in the strategic planning of the H&H Companies.

Stuart has more than 25 years of experience in the retirement plan business. He began his career in employee benefits as a consultant focusing on institutional retirement plans and related issues. He was also a national practice leader for a NJ/CT employee benefit consulting firm.

Stuart has a BS in Chemistry from William Paterson College.