The Rosen Group Private Wealth Management Advisory Team
Lewis Rosen founded Rosen Group Private Wealth Management to provide Wealth Management solutions for Wealthy Families, C-suite Executives, Doctors and Dentists.
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.
CEO & FOUNDER
Christine Cao, MSc. CFA
CIO, Portfolio Manager & Partner
Trevor Parry, M.A., LL.B, LL.M (Tax). TEP
Senior Estate Planning Advisor
Andrew Stulberg, CFP, RRC
SENIOR FINANCIAL PLANNER, PRIVATE CLIENT GROUP
Thanh Truong, CIM®
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.