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Your Team
The Rosen Group Private Wealth Management Advisory Team
Lewis Rosen founded Rosen Group Private Wealth Management to provide Wealth Management solutions for Doctors, Dentists, Business Owners and Professionals.
This concentrated focus, coupled with a very unique perspective, gives the team an unparalleled understanding of the sophisticated investment, tax and risk management strategies needed to create a successful wealth plan that enhances and preserves clients’ individual needs.
The Rosen Group Private Wealth Management advisory team specializes in active, pension style investment management as they construct custom portfolios with a focus on handpicked individual securities. They hold the belief that active management along with customized portfolios is a more efficient way of managing risk and reducing costs for their clients.

Lewis Rosen
CEO & FOUNDER

Christine Cao, MSc, CFA
CIO & Portfolio Manager

Andrew Stulberg, CFP, RRC
SENIOR FINANCIAL PLANNER, PRIVATE CLIENT GROUP

Thomas Wujtow, BComm, Pl. fin., CRPC(U.S.), TEP
Senior Financial Planner

Philippe Capelle, CPA, CFA
Portfolio Manager

Trevor Parry, M.A., LL.B, LL.M (Tax). TEP
Senior Estate Planning Advisor

Rosie LeBlanc
Executive Assistant to the CEO & Office Manager

Thanh Truong, CIM®
Branch Administrator

Deborah Tone
Executive Receptionist
Remembering Jim Uniacke
We were deeply saddened to lose a good friend and valued team member when Jim passed away on Wednesday, June 4, 2014.
He remains in our thoughts.
