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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

Investment Team/Research

ROSELLEN C. PAPP, CFA

Partner & Research Director

Joined L. Roy Papp & Associates, LLP in 1981
Financial professional since 1978
Portfolio Manager for the Papp Small & Mid-Cap Growth Fund
Prior experience – G.D. Searle & Co.
M.M., Northwestern University
B.B.A., University of Michigan

BRIAN RIORDAN, CFA

Partner & Research Analyst

Joined L. Roy Papp & Associates, LLP in 2004
Financial professional since 1997
Portfolio Manager for the Papp Small & Mid-Cap Growth Fund
Prior experience – Neuberger Berman, Sanford C. Bernstein, IBM
M.B.A., Arizona State University
B.S., Villanova University

GREG SMITH, CFA

Partner & Research Analyst

Joined L. Roy Papp & Associates, LLP in 2005
Financial professional since 1996
Assistant Portfolio Manager for the Papp Small & Mid-Cap Growth Fund
Prior experience – Barclays Global Investors, Caremark, Sun Health Corp.
M.B.A., Arizona State University
B.S., Santa Clara University

JULIE A. HEIN, CPA

Partner & Chief Compliance Officer

Joined L. Roy Papp & Associates, LLP in 1990
Financial professional since 1984
Prior experience – Thomas, Zollars & Lynch, Ltd.
B.S., Montana State University

Check the background of L. Roy Papp & Associates, LLC on FINRA's BrokerCheck.

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The services provided in this Website are intended for persons who reside in the U.S.

A copy of our firm's SEC brochure Form ADV Part 2 is provided to all clients and prospective clients and may be obtained through the above link or by contacting us directly.

Nothing on this Website should be construed as a solicitation, or offer, or recommendation, to acquire or dispose of any investment or to engage in any other transaction with our firm. We do not render or offer to render personalized investment advice or financial planning advice through this Website. Specific advice is given only within the context of our contractual agreements with each client. This Website is limited to the dissemination of general information about the Company’s service offerings, and provides an alternative method for clients and prospective clients to learn more about our firm, and to contact us. Advice may only be rendered after the delivery of Form ADV Part 2 or brochure and the execution of a contract.

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