Jonathan Rosner Email and Phone Number
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After growing up in the great city of Cleveland, I graduated from Emory University's Goizueta Business School. I subsequently began my career in finance on the investment side of the industry where I provided institutional clients with manager due diligence across all asset classes. I moved to the DC area in 2010 and shifted to a market analyst role, producing global capital markets guidance as well as high conviction investment solutions.Given my passion for connecting with individuals on a personal level and background in investments, I seized the opportunity to become a wealth advisor. In my practice, I have been advising high net worth individuals with a holistic approach for over a decade. Specifically, I develop a tailored service offering for my clients that includes implementing comprehensive investment and financial planning solutions based on a client's unique goals and objectives. Working with clients to build their futures, identify opportunities, and avoid the pitfalls that come with wealth accumulation is paramount.Feel free to email me at jonathan.rosner@tritonpointwealth.com or call me on my cell at 440-221-2754 if I can assist you.
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Vice President, Wealth AdvisorTritonpoint Wealth Oct 2023 - PresentChevy Chase, Maryland, Us
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Vice President, Wealth AdvisorGoldman Sachs 2020 - Nov 2023New York, New York, Us -
Vice PresidentWealthspire Advisors 2019 - 2020New York, Ny, UsIn October 2019, Bronfman Rothschild rebranded as Wealthspire Advisors. -
Wealth AdvisorBronfman E.L. Rothschild 2016 - 2019
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Investment Management AnalystConvergent Wealth Advisors 2014 - 2016Potomac, Md, Us -
Assistant Vice President - Private Wealth ManagementDeutsche Bank Securities 2010 - 2013Assisting the Chief Investment Strategist and other senior strategists in the development of quantitative and qualitative research to build the "House View" for Deutsche Bank.
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Investment AnalystLcg Associates 2008 - 2010Provided investment manager research and due diligence across all asset classes for the full service institutional investment consulting practice. Responsibilities also included capital markets research, asset-liability modeling and risk/return analysis.
Jonathan Rosner Skills
Jonathan Rosner Education Details
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Emory University - Goizueta Business SchoolGeneral -
Emory University
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Hawken School
Frequently Asked Questions about Jonathan Rosner
What company does Jonathan Rosner work for?
Jonathan Rosner works for Tritonpoint Wealth
What is Jonathan Rosner's role at the current company?
Jonathan Rosner's current role is Vice President, Wealth Advisor at TritonPoint Wealth LLC.
What is Jonathan Rosner's email address?
Jonathan Rosner's email address is jo****@****elr.com
What is Jonathan Rosner's direct phone number?
Jonathan Rosner's direct phone number is +130177*****
What schools did Jonathan Rosner attend?
Jonathan Rosner attended Emory University - Goizueta Business School, Emory University, Hawken School.
What skills is Jonathan Rosner known for?
Jonathan Rosner has skills like Investments, Investment Management, Capital Markets, Equities, Asset Allocation, Due Diligence, Analysis, Financial Modeling, Asset Management, Strategic Financial Planning, Wealth Management Services, Fixed Income.
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