Brian Rockowitz Email and Phone Number
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Smart Ideas ★ Smart People ★ Smart MoneyBrian Rockowitz, the Managing Director at Madison Global Partners, LLC, exemplifies a profound understanding that successful investments require a reliable, forward-thinking partner. His career is distinguished by groundbreaking start-up financing deals, particularly in the health industry, and a commitment to delivering tailored, market-focused investment advice and services to individuals and institutions. With expertise spanning investment banking, private equity, financial planning, and corporate finance, Brian excels in facilitating shareholder communication, devising wealth preservation strategies, and offering comprehensive solutions for college and retirement planning. He is well-versed in equities, debt, mutual funds, 144 transactions, insurance, and annuities, and notably excels in constructing, analyzing, and customizing 401(K) and other types of defined benefit pension plans to align with clients' unique goals.Brian's dynamic approach combines meticulous research, asset management, origination, administrative prowess, creativity, agility, and innovative thinking. His dedication to professionalism, entrepreneurship, innovation, accountability, and exceptional service empowers his team to excel. As a trusted partner in finance, his unwavering commitment to clients and colleagues, along with his vast expertise in capital markets, life sciences, and family office investments, solidifies his role as a driving force within Madison Global Partners, LLC, and the broader financial industry.
Madison Global Partners, Llc
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Managing Director Investment BankingMadison Global Partners, Llc Jul 2019 - PresentHauppauge, New York, UsResponsibilities 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
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Income Tax PreparerH&R Block Jan 2023 - PresentKansas City, Mo, UsI love ❤️ doing tax returns -
Licensed Insurance AgentPrestige Insurance & Financial Services Aug 2018 - PresentFranklin Square, New York, UsInsurance 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 -
Managing DirectorAegis Capital Corp. Feb 2012 - Jul 2019New York, Ny, UsResponsibilities Included:☆ Financial planning for High Net Worth individuals and their families☆ Raise capital for both public and private investment opportunities -
Senior Managing DirectorGunnallen Financial 2007 - Jan 2010Tampa, Florida, Us -
First Vice President Of InvestmentsJanney Montgomery Scott Llc 2001 - 2007Philadelphia, Us -
Vice President Of InvestmentsSpencer Trask Ventures 1997 - 2001Greenwich, Ct, Us -
Senior Vice President Of InvestmentsGruntal & Co. 1992 - 1997New York, UsGruntal & 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.
Brian Rockowitz Skills
Brian Rockowitz Education Details
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Suffolk County Community College
Frequently Asked Questions about Brian Rockowitz
What company does Brian Rockowitz work for?
Brian Rockowitz works for Madison Global Partners, Llc
What is Brian Rockowitz's role at the current company?
Brian Rockowitz's current role is Managing Director Wealth Management | Retirement Planning | Investment Banking.
What is Brian Rockowitz's email address?
Brian Rockowitz's email address is br****@****ail.com
What is Brian Rockowitz's direct phone number?
Brian Rockowitz's direct phone number is +121281*****
What schools did Brian Rockowitz attend?
Brian Rockowitz attended Suffolk County Community College.
What are some of Brian Rockowitz's interests?
Brian Rockowitz has interest in Children, Economic Empowerment, Politics, Education, Animal Welfare.
What skills is Brian Rockowitz known for?
Brian Rockowitz has skills like Stock Trading, Bonds, Mutual Funds, Venture Capital, Capital Markets, Investments, Investment Strategies, Investment Banking, Fixed Income Products, Retirement Income Strategies, Retirement Planning, Retirement Plans.
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