Roger Ochs, Strategic Advisor
Roger Ochs is a Member of Custodia Financial’s Strategic Advisory Council (SAC). In his role on the SAC, Roger provides guidance and subject matter expertise on corporate matters, capital markets, and corporate governance.
As CEO of HD Vest until his retirement in 2017, Roger guided the firm to become the leading financial services company supporting tax professionals delivering comprehensive services including securities, insurance, money management services, and banking services. While at HD Vest, Ochs was named by Accounting Today as one of the top names to know in the accounting industry.
Roger is a member of the board of eSecLending, a provider of securities financing, collateral and liquidity services; Chairman of the Board for Door, Inc., a residential real estate brokerage firm; a member of Parthenon Capital’s Industry Advisor Council; and a member of Securities Industry Financial Markets Association’s (SIFMA) Advisors Council. He is also a member of the Texas and Dallas bar associations.
Roger holds a J.D. from Southern Methodist University, an MBA from Trinity University, and a BA in Business Administration and Management from Angelo State University. He lives in the Dallas area with his family.