Roger coleads McKinsey’s corporate and investment-banking work in the Americas and leads our Risk Practice in Canada. He has significant experience addressing the strategic, risk-management, technology, innovation, and investment decisions facing financial institutions.
Recent examples of Roger’s work include defining the technology strategy for a leading global investment bank, developing the fixed-income strategy for a leading global investment bank, creating the equities strategy—including cash, prime services, derivatives, and equity capital markets—for a leading global investment bank, supporting four major banks on multiple aspects of their stress-testing efforts and other regulatory remediations, and designing and implementing a comprehensive program to achieve best-in-class risk management at a leading North American universal bank.
Roger speaks frequently at industry events and consults with regulators about trends in capital markets and investment banking. His views have appeared in numerous global publications.
Published work
“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