Natalie Roberge, CFA, CFE, CDFA
Natalie is a holder of the Certified Divorce Financial Analyst™ (CDFA) credential, the prestigious Chartered Financial Analyst™ (CFA) designation and she is a Certified Fraud Examiner (CFE). Natalie is also a trained family mediator and she can facilitate a conversation between spouses to peacefully resolve financial issues.
Natalie brings years of experience working in the financial markets, combined with a Bachelor’s degree in Finance, with honors. She started her career as a currency trader, then went on to become a Derivatives Specialist in the equity, currency, and fixed income markets, covering financial institutions and institutional investors. She also briefly worked in private wealth management before taking a break from her career to spend time with her family. Having gone through a divorce in 2004 herself, Natalie became interested in helping others go through one of life’s most stressful events. While Natalie had a solid financial background, she still ended up making mistakes with the financial related issues of her divorce. She realized there was an opportunity: she could combine her financial skills with the desire to help others get through the divorce process. She went on to complete the Certified Divorce Financial Analyst Program in 2007 and founded her company, Divorce Financial LLC in January of 2008. As of January 2018, her business was consolidated under Vigilant CFO Services LLC.
Education: Bachelor’s of Science in Business Administration/Finance, with Honors.
Professional Designations: Chartered Financial Analyst (CFA), Certified Divorce Financial Analyst (CDFA), and Certified Fraud Examiner (CFE).
Professional Development: ACFE’s Asset Tracing Seminar; Divorce Mediation training with Divorce Mediation Training Associates; Collaborative Divorce Training with Massachusetts Collaborative Law Council; Advanced Topics at the Institute for Divorce Financial Analysts; Advanced Options Strategies; Advanced Technical Analysis; Global Concepts in Financial Derivatives; Canadian Securities Course; Futures Course; Partners and Directors Course; H&R Block Income Tax Course.
Professional Experience: Currency Trader, TD Bank; Senior FX Financial Engineer, RBC Securities; Assistant VP and VP & Officer, Citibank Canada & Citibank Securities; VP & Officer, Levesque Beaubien (now National Bank Financial); Founding Member, Divorce Financial LLC; Founding Member, Vigilant CFO Services LLC.
Professional Associations: Institute of Divorce Financial Analysts, CFA Institute, Association of Certified Fraud Examiners, Greater Boston Chapter of ACFE.
Volunteer Associations: Outreach Volunteer and Spokesperson for the Juvenile Diabetes Research Foundation, New England Chapter. Treasurer and Corporate Sponsorship Director for JDRF Team Sudbury (top 10 family teams across the USA). Various positions with Parent/Teacher organization in Sudbury. Fraud Network Volunteer for the AARP. Mediator at the Community Dispute Settlement Center in Cambridge.