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COMMITMENT TO THE COMMUNITY

At L. Roy Papp & Associates, we believe in the importance of civic involvement. Our partners and staff actively participate with the following organizations:

All Saints Lutheran Church


Arizona 5 Arts Circle
Arizona Regional Building Committee 1
Arizona State Board of Investment
Arizona State University Foundation
Arizona State University SIM Fund - Advisory Board
Blue Cross Blue Shield
Boy Scouts of America - Grand Canyon Council
CFA Institute
CFA Society Phoenix
Childrens Cancer Network
Community Health Charities
Copper Ridge School
Desert Botanical Garden
Digital Antiquities
Flinn Foundation
Girl Scouts Arizona – Cactus Pine
Hidden Hills Elementary
Institute of Human Origins
Live Love
Old Scottsdale Youth Baseball
Our Lady of Perpetual Help School
Phoenix Art Museum
Phoenix Zoo
Southwest Center for HIV/AIDS
Valley of the Sun YMCA
Wharton Foundation

 

 

 

 

Our People

Our firm is built on a solid foundation of excellent customer service and in-depth industry knowledge. Our team is dedicated to ensuring that your wealth management needs are met fully and efficiently.

Our team’s credentials include eight CFA® charterholders, seven master of business administration degrees, and one certified public accountant license. Our portfolio management and equity research teams have more than 200 years of combined experience. Because of our depth of knowledge and experience, you can be assured of only the highest level of professional service and quality advice.


Partners

Harry A. Papp Victoria S. Cavallero Brian Riordan
Rosellen C. Papp Julie A. Hein Christopher L. Schaefer
Jeffrey N. Edwards Russell A. Biehl Greg Smith

HARRY A. PAPP, CFA
Managing Partner & Portfolio Manager

Harry has been associated with L. Roy Papp & Associates since 1981 and has over three decades of experience in portfolio management and financial analysis. Prior to joining the firm he was with the Treasurer's Office of G.D. Searle & Co. (where he was responsible for overseas financing and acquisitions and managed the domestic real estate holdings of the company).

He holds a Master of Business Administration degree in Finance and Accounting from the University of Chicago, a Master of Science degree in Geochemistry from the University of Chicago, and an A.B. degree from Brown University. He is a past Chairman and current member of the Board of Directors of Blue Cross and Blue Shield of Arizona. In 2012, Harry was appointed to the Arizona State Board of Investment and in 2017 he was appointed to the Board of the Arizona Public Safety Personnel Retirement System. He is a longtime Trustee of The Phoenix Zoo. He is a Trustee and a Director of the Arizona State University Foundation and chairs the Investment Committee. He is a Board Member and Treasurer of the Institute of Human Origins at ASU. He is on the Board of Community Health Charities of Arizona, and previously served on the national board for 15 years. He serves on the Planned Giving Committee for the Desert Botanical Garden, the Phoenix Art Museum, and Ballet Arizona. He is President of the Arizona Five Arts Circle. He is a CFA charterholder.

Rosellen Papp
ROSELLEN C. PAPP, CFA
Partner & Research Director

Rose joined L. Roy Papp & Associates in 1981 and has over three decades of experience in security and financial analysis. Prior to joining the firm she was Supervisor of Strategic Planning for G.D. Searle & Co. She holds a Master of Business Administration in Finance from the Kellogg Graduate School of Management, Northwestern University and a Bachelor of Business Administration degree from the University of Michigan, where she graduated with distinction.

Rose is on the Board of Directors of the Flinn Foundation and currently serves as Treasurer and Chair of the Investment Committee. She is also a member of the Board of Trustees of the Phoenix Art Museum and serves as Vice Chair. In addition, Rose is on the Board of Trustees of the Desert Botanical Garden and is the Chair of the Audit Committee. Rose is also a member of Arizona Women’s Forum and ASU Foundation’s Women & Philanthropy Program. She is a CFA charterholder.
JEFFREY N. EDWARDS, CFA

Partner & Portfolio Manager

Jeff has been associated with the firm since 1987 and he began his career in security analysis and portfolio management in 1982.  Prior to joining the firm he was a Trust Investment Officer with the FirsTier Bank of Lincoln, Nebraska.  In addition to portfolio management and security analysis, he was the department trader of government, corporate and municipal bonds.  He holds a Master of Business Administration degree in Finance from the University of Nebraska and a Bachelor of Arts in Business Administration from Hastings College. He was a scholarship basketball athlete and 1981 NAIA Track & Field All-American.  Jeff currently serves as a Trustee for the Wharton Foundation.  He is a CFA charterholder. 

VICTORIA S. CAVALLERO, CFA
Partner & Portfolio Manager

Victoria has been associated with L. Roy Papp & Associates since 1987 and has over three decades of experience in accounting and security analysis.  She holds both a Master of Business Administration and a Bachelor of Business Administration from Western International University.  She is a CFA charterholder.

JULIE A. HEIN, CPA
Partner & Chief Compliance Officer

Julie became an associate with L. Roy Papp & Associates in 1990 and began her career in accounting, compliance and office management in 1985. Prior to joining the firm she was an accountant for a local CPA firm. She holds a Bachelor of Science degree in Business Administration from Montana State University. She is a Certified Public Accountant. Julie is a Board Member and serves as Treasurer of the Children's Cancer Network.

RUSSELL A. BIEHL
Partner & Portfolio Manager

Russ rejoined the firm in 2015 where he had been a Partner and Portfolio manager from 1998 until 2006.  Prior to rejoining the firm, he founded and managed Classic Investment Management, LLC.  He also managed investment portfolios for Valley National Bank (Bank One), Bank of America, and Harris Trust from 1985 until 1998.  Russ holds a Master of Business Administration and a Bachelor of Science in Finance from Arizona State University.  He is a member of the CFA Society and the Phoenix CFA Society.

BRIAN RIORDAN, CFA
Partner & Research Analyst

Brian became an associate of L. Roy Papp & Associates in 2004 and began his career in financial analysis and accounting in 1997. Prior to joining the firm he worked as a Financial Analyst at IBM and an Associate Portfolio Manager at Sanford C. Bernstein & Co. He holds a Master of Business Administration in Finance from Arizona State University and a Bachelor of Science in Accountancy from Villanova University. He is a CFA charterholder.

CHRISTOPHER L. SCHAEFER, CFA
Partner & Portfolio Manager

Chris became an associate of the firm in 2005 and began his career in financial analysis and portfolio management in 1997.  Prior to joining the firm he worked as a portfolio manager at Wells Fargo Private Client Services.  He holds a Bachelor of Science Degree in Finance from Arizona State University. He is a CFA charterholder and member of CFA Institute and the Phoenix CFA Society.  He also serves as a board member for the Phoenix CFA Society.

GREG SMITH, CFA
Partner & Research Analyst

Greg became an associate of L. Roy Papp & Associates in 2005 and began his career in financial analysis and accounting in 1996.  Prior to joining the firm he supervised fixed income and equity portfolio accounting groups for Barclays Global Investors and was a Senior Financial Analyst for both a nationwide pharmacy benefits manager and for a local hospital system.  He holds a Master of Business Administration in Finance from Arizona State University and a Bachelor of Science in Finance from Santa Clara University.  He is a CFA charterholder.

 


 

 
     
 

L. Roy Papp & Associates, LLP | 2201 E. Camelback Road, Suite 227B, Phoenix, AZ 85016 | P 602.956.0980 | F 602.956.1985
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