Roger E. Muns

- Retired

Roger E. Muns

Education and Academic Accomplishments

    B.B.A. in accounting, University of Texas (at Austin)

    Chartered Financial Analyst (charterholder since 2000)

    Certified Public Accountant (from 1970-2014)

    Completed 5-day Financial Analysts Seminar at Northwestern University in July 2006 and 2.5-day CFA Institute Annual Conferences in May 2006 (Zurich) & May 2007 (New York)

    Completed graduate finance and computer courses at George Washington University and Millsaps College

    Published "Partner Compensation" in the American Bar Association’s Legal Economics magazine, March 1989 and "CPA Consulting Services: A New Standard" in AICPAs' Journal of Accountancy, November 1991

Business Experience

    Wealth Management LLC, Investment Advisor, Jackson MS, Jun. 2000-present

    Hughes-Rawls LLC, CFO and Portfolio Manager, Jackson, MS, 1991-May 2000

    Local CPA firms, partner in 1981, Jackson, MS., 1974-1991

    Price Waterhouse & Co., senior auditor in 1973, Washington, D.C., 1970-1974

    U.S. Air Force, captain in 1969, Washington, D.C., 1966-1970

Past Professional and Civic Achievements

    President, CFA Society of Mississippi

    Treasurer, Mississippi Society of CPAs

    Member of the Community Foundation of Greater Jackson investment committee, and former Trustee of the Board and treasurer

    Board member of Piney Woods School and chairman of its investment and budget/finance committees

    Former treasurer of Stewpot Community Services and Operation Shoestring