Michael Rossi Email & Phone Number
Chief Client Wealth Officer @ Intelligent Capitalworks
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Michael Rossi Location
- Scottsdale, AZ, US
Michael Rossi Work
- 2025 -now Chief Client Wealth Officer @
- 2023 -now Portfolio Manager @
- 2023 -2025 Financial Advisor @
- 2021 -2023 Financial Planner @
- 2021 -2021 Planning Associate @
- 2020 -2020 Project Development Intern @
- 2019 -2019 Process Safety Intern @
- 2018 -2018 Engineer Internship @ Liberty Pioneer Resources
Michael Rossi Education
- Villanova University Charles Widger School of Law
Master of Taxation
2025 - Creighton University's Heider College of Business
Master of Investment Management and Financial Analysis
2023 - NYU School of Professional Studies
Financial Planning Certificate
2021 - Brigham Young University
Bachelor of Science (Chemical Engineering)
2021 - Yale School of Management
(Investment Management Analysis)
2025 - Harvard Kennedy School Executive Education
(Investment Decisions and Behavioral Finance)
2024
Michael Rossi Summary
- Michael Rossi, based in Scottsdale, AZ, US, is currently a Chief Client Wealth Officer at Intelligent Capitalworks. Michael Rossi brings experience from previous roles at Intelligent Capitalworks and Intelligent Capitalworks | Fiduciary Wealth Management. Michael Rossi holds a Master of Taxation @ Villanova University Charles Widger School of Law. Michael Rossi has 1 emails and 5 mobile phone numbers on RocketReach.
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Charles Rossi
Chief Client Wealth Officer
Scottsdale, AZ, US
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