Brian Rockowitz Email & Phone Number

Hauppauge, New York, Us

Responsibilities Include:☆ Custom portfolio construction and management for HNW individuals and their beneficiaries☆ Custom construction, analysis, continuous oversight for corporate 401(K) and profit sharing plans☆ Business development including the sourcing, due diligence, and negotiation/completion of selling agreements pertaining to alternative investments and private equity opportunities☆ Research and originate both public and private investment opportunities☆ Originate, plan, host corporate events with public companies, 3rd party asset managers, financial advisors, and investors on behalf of Madison Global Partners☆ Development of compliance approved corporate presentations and marketing materials☆ Oversee and actively mentor participants in company internship program

Kansas City, Mo, Us

I love ❤️ doing tax returns

Franklin Square, New York, Us

Insurance is a very simple proposition...I can either get you the same coverage for less and/or I can get you better coverage for the same price. Just ask me, you have nothing to lose.☆ Homeowners ☆ Auto ☆ Commercial Liability ☆ Workers Comp ☆ Life ☆ Health ☆ Disability ☆ Motorcycle ☆ Marine

New York, Ny, Us

Responsibilities Included:☆ Financial planning for High Net Worth individuals and their families☆ Raise capital for both public and private investment opportunities

Tampa, Florida, Us

Philadelphia, Us

Greenwich, Ct, Us

New York, Us

Gruntal & Co., was a distinguished boutique investment banking and brokerage firm rooted in New York City since 1880.While employed with them, they entrusted Brian with the responsibilities of mentoring and training both rookie and established financial advisors. His expertise extended to working closely with High Net Worth investors, effectively tailoring investment solutions to meet their unique needs. Additionally, Brian was instrumental in raising capital for both private and public companies, contributing to the growth of firms such as Myriad Genetics (symbol: MYGN), Neurocrine Biosciences (NBIX), and Andrx Pharmaceuticals (later acquired by Watson Pharmaceuticals). His dedication to client-centric approaches and his commitment to nurturing client relationships perfectly aligned with Gruntal's values. The firm's eventual acquisition by Wachovia Securities, followed by subsequent acquisitions, further reflected Brian's role in shaping the firm's strategic direction during a transformative period in the financial industry.