Michael Rosen Email & Phone Number
Chief Investment Officer @ NorthStar Advisory Group
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Michael Rosen Location
- New Hope, PA, US
Michael Rosen Work
- 2019 -now Chief Investment Officer @
- 2009 -2023 Owner and CEO @ Signature Cleaners
- 2015 -2019 Managing Partner @
- 2014 -2015 Financial Advisor @
- 2014 -2014 Financial Advisor @
- 2008 -2012 Portfolio Manager @
- 2006 -2008 Portfolio Manager @
- 2005 -2006 Portfolio Manager @ John Levin & Co. (BKF Capital Group)
- 2001 -2005 Portfolio Manager @
- 2000 -2001 Institutional Client Service Associate @
- 1998 -2000 Performace and Risk Analyst @
Michael Rosen Education
- University of Hartford
BS (Finance and Economics)
1994-1998
Michael Rosen Skills
- Equities
- Alternative Investments
- Asset Managment
- Hedge Funds
- Asset Allocation
- Investment Strategies
- Fixed Income
- Portfolio Management
- Bloomberg
- Mutual Funds
- Series 7
- Investment Management
- Equity Research
- Investments
- Series 63
- Securities
- Investment Advisory
- Separately Managed Accounts
- Trading
- Capital Markets
Michael Rosen Summary
- Michael Rosen, based in New Hope, PA, US, is currently a Chief Investment Officer at NorthStar Advisory Group. Michael Rosen brings experience from previous roles at Signature Cleaners, WhiteCliff Wealth Management, Merrill Lynch and Morgan Stanley Wealth Management. Michael Rosen holds a 1994 - 1998 BS in Finance and Economics @ University of Hartford. With a robust skill set that includes Equities, Alternative Investments, Asset Managment, Hedge Funds, Asset Allocation and more. Michael Rosen has 2 emails and 2 mobile phone numbers on RocketReach.
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