Greg Rose
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Greg Rose Email & Phone Number

Senior Vice President - Financial Advisor - Portfolio Management Director at Morgan Stanley
Location: Atlanta Metropolitan Area, United States 3 work roles 1 school
1 work email found @morganstanley.com LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 86%

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Work email g****@morganstanley.com
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Current company
Role
Senior Vice President - Financial Advisor - Portfolio Management Director
Location
Atlanta Metropolitan Area, United States
Company size

Who is Greg Rose? Overview

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Quick answer

Greg Rose is listed as Senior Vice President - Financial Advisor - Portfolio Management Director at Morgan Stanley, a with 78669 employees, based in Atlanta Metropolitan Area, United States. AeroLeads shows a work email signal at morganstanley.com and a matched LinkedIn profile for Greg Rose.

Greg Rose previously worked as Senior Vice President - Business Financial Advisor at Merrill Lynch and Regional Director and Co-Owner at The Fun Company. Greg Rose holds Bachlor Of Science, Mangement from Georgia Institute Of Technology.

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Email format at Morgan Stanley

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{first}.{last}@morganstanley.com
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Profile bio

About Greg Rose

Senior Partner of a three person team that has experience providing comprehensive wealth management to high net worth and ultra high net worth individuals and their families.We seek to establish long term relationships with our clients and help them achieve many aspects of their financial goals both personally and professionally.The three pillars our clients measure us by are advice, performance and service.Areas of focus: Comprehensive Wealth Management, Financial Planning, Proprietary Portfolio Management, Cash Management and Lending Solutions, Business Planning, Endowments and Foundations, Institutional Services. (NMLS # 1262134)https://fa.morganstanley.com/greg.rose

Current workplace

Greg Rose's current company

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Morgan Stanley
Morgan Stanley
Senior Vice President - Financial Advisor - Portfolio Management Director
new york, new york, united states
Employees
78669
AeroLeads page
3 roles

Greg Rose work experience

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Senior Vice President - Financial Advisor - Portfolio Management Director

Current

Alpharetta, Ga

Comprehensive Wealth Management to High Net Worth and UItra High Net Worth individuals and their families.© 2017 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service –… Show more Comprehensive Wealth Management to High Net Worth and UItra High Net Worth individuals and their families.© 2017 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.html-Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services. -The investments listed may not be suitable for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, and encourages investors to seek the advice of a financial advisor. The appropriateness of a particular investment will depend upon an investor's individual circumstances and objectives. Show less

Aug 2008 - Present

Senior Vice President - Business Financial Advisor

Atlanta, Ga

Comprehensive Wealth Management for Individuals and Privately held business. My focus was on individual financial planning and customized portfolio management for high net worth individuals. Also provided a variety of Business Financial Services including Lending, Recapitalizations, Aquisitions, Sales and Divestitures.

May 1994 - Aug 2008

Regional Director And Co-Owner

The Fun Company

Greater Atlanta Area

My first job out of college. The Fun Company was a full service provider of corporate special events, catering to Fortune 500 Companies across the Eastern and Central United States. I oversaw New York, New Jersey and New England, growing it from their smallest territory in 1987, to their second largest by 1994. Participating in growing a company from $3MM to $12MM in revenues over 7 years was a wonderful learning ground for my future carreer in working with a lot of owners of privately held… Show more My first job out of college. The Fun Company was a full service provider of corporate special events, catering to Fortune 500 Companies across the Eastern and Central United States. I oversaw New York, New Jersey and New England, growing it from their smallest territory in 1987, to their second largest by 1994. Participating in growing a company from $3MM to $12MM in revenues over 7 years was a wonderful learning ground for my future carreer in working with a lot of owners of privately held businesses. Show less

Jul 1987 - Apr 1994
Team & coworkers

Colleagues at Morgan Stanley

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1 education record

Greg Rose education

  • Georgia Institute Of Technology
    Georgia Institute Of Technology
    Mangement
FAQ

Frequently asked questions about Greg Rose

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What company does Greg Rose work for?

Greg Rose works for Morgan Stanley.

What is Greg Rose's role at Morgan Stanley?

Greg Rose is listed as Senior Vice President - Financial Advisor - Portfolio Management Director at Morgan Stanley.

What is Greg Rose's email address?

AeroLeads has found 1 work email signal at @morganstanley.com for Greg Rose at Morgan Stanley.

Where is Greg Rose based?

Greg Rose is based in Atlanta Metropolitan Area, United States while working with Morgan Stanley.

What companies has Greg Rose worked for?

Greg Rose has worked for Morgan Stanley, Merrill Lynch, and The Fun Company.

Who are Greg Rose's colleagues at Morgan Stanley?

Greg Rose's colleagues at Morgan Stanley include Alan Ho, Cfp®, Steven Cephas, Brian R. Larson, Cfa, Edgar Marita, and Chaoxin Zheng.

How can I contact Greg Rose?

You can use AeroLeads to view verified contact signals for Greg Rose at Morgan Stanley, including work email, phone, and LinkedIn data when available.

What schools did Greg Rose attend?

Greg Rose holds Bachlor Of Science, Mangement from Georgia Institute Of Technology.

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