Joseph Rosenberg Email and Phone Number
Joseph Rosenberg phone numbers
Joseph has 10 years of industry experience in wealth and investment management. For the bulk of his career, Joseph has been a key person in building the fund management company Interactive Portfolios. Early on in his career, he worked at Bridge Asset Management as a junior portfolio manager. Joseph comes from a fifth-generation family in financial services.Joseph graduated from Stellenbosch University with a B.Com Finance and B.Com Honours. He has also completed a graduate program at Massmart Pty (Ltd) and his post-graduate diploma in financial planning at the University of Free State.While he is passionate about financial markets and reading in his spare time. He has always been an active individual who enjoys surfing, golf, and exploring the African bushveld.
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Portfolio Manager And Managing DirectorInteractive Portfolios Jun 2019 - PresentSouth AfricaMy role is to assist the investment team with managing the:- Interactive Income Prescient Fund- Interactive Balanced Prescient Fund of Funds - Interactive Global Equity Prescient Fund of Funds - A range of model portfolios provided on various linked investment service providers (LISPs) I work closely with fund analysts and administrators to effectively manage portfolios in accordance with the required return and risk profile of each portfolio's mandate. As a key individual for the FSP, I am responsible for managing and overseeing the activities relating to rendering financial services of Interactive Portfolios.I enjoy assisting our broker consultants (relationship managers) with our commitment to building long-lasting and meaningful relationships with our clients.
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Wealth ManagerHarbour Wealth Jul 2017 - Jun 2019Durban NorthInvestment managementRetirement PlanningEstate PlanningRisk Management -
Junior Portfolio ManagerGrindrod Asset Management Jan 2015 - Jun 2017Financial Planning and Wealth Management for Bridge Asset Management
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Graduate Programme (Buyer)Massmart Jan 2013 - Jan 2014Johannesburg Area, South Africa
Joseph Rosenberg Skills
Joseph Rosenberg Education Details
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Bachelor Of Commerce (Bcom) Honors -
Financial Planning -
Bachelor Of Commerce (Bcom) Accounting
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Matric
Frequently Asked Questions about Joseph Rosenberg
What company does Joseph Rosenberg work for?
Joseph Rosenberg works for Interactive Portfolios
What is Joseph Rosenberg's role at the current company?
Joseph Rosenberg's current role is Director at Interactive Portfolios.
What is Joseph Rosenberg's direct phone number?
Joseph Rosenberg's direct phone number is +278241*****
What schools did Joseph Rosenberg attend?
Joseph Rosenberg attended Stellenbosch University/universiteit Stellenbosch, University Of The Free State | Universiteit Van Die Vrystaat, Stellenbosch University/universiteit Stellenbosch, Michaelhouse.
What skills is Joseph Rosenberg known for?
Joseph Rosenberg has skills like Microsoft Excel, Customer Service, Negotiation, Sales, Microsoft Word, Supply Chain, Personal Financial Planning, Investment Management, Powerpoint, Corporate Financial Planning.
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Joseph Rosenberg
New York, Ny2promontory.com, bcg.com
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