Major Product/SVS:
Investment consulting services; Private asset management
Favorite Business Publication:
The Economist; The Wall Street Journal; Money; Forbes; Financial Times
Hobbies/Sports:
Attending the metropolitan opera; New York City ballet and Broadway plays; Visiting museums; Traveling
Industry:
Investment Portfolio Administration
Work History:
Chase National Bank (Now JP Morgan Chase); Allied Chemical
Expanded Biography:
Rose Marie Cozzarelli provides top-notch office administrative services through Neuberger Berman, LLC, a renowned investment advisory firm for which she serves as an Executive Assistant. Ms. Cozzarelli utilizes her extensive background in account management and client relations to skillfully assist investment advisors in attaining and exceeding their professional goals. She aids in the fulfillment of the industry’s private asset management requirements, and helps provide investment consulting services by facilitating the needs of practiced and accomplished investment advisors.
Ms. Cozzarelli has a wealth of experience in the investment portfolio administration industry, as she has accumulated nearly half-a-century of professional training through the various roles she has played for well-known companies and corporations. For several years, she worked for Chase National Bank, the global financial services firm which is now known as JP Morgan Chase. In addition, she executed executive functions through the Allied Chemical Corporation and MW Kellogg. Ms. Cozzarelli currently supports The Central Park Conservancy, Carnegie Hall Friends, WNYC and WLIW 21. She is proud to be able to work with and maintain a solid rapport with her colleagues, and feel a sense of accomplishment at the end of each day. For more information, please contact Rose Marie Cozzarelli.
Throughout the duration of your career, what was the one highlight that stood out the most?:
The most gratifying aspects of her career include maintaining good rapport with her colleagues and experiencing the feeling of accomplishment at the end of the day.
Charity:
Various Breast Cancer Organizations; Premier Circle Benefactor, The Metropolitan Opera; Patron, New York City Ballet; Central Park Conservancy; Carnegie Hall
Number Of Years In Profession:
49
Number Of Years In Current Position:
49
What Does He/She Attribute Success To:
She attributes her success to her hard work, loyalty, determination and longevity.
Why did you become involved in your profession or industry?:
She became involved in her profession through the recommendation of a friend.
Extended Bio Profile:
Ms. Cozzarelli formerly worked for Chase National, now JP Morgan Chase. She also worked for an engineering company and as an executive for Allied Chemical. Her focus now is on delivering attractive, consistent performance and presenting dedication to helping clients achieve their investment objectives remain paramount.
Position Responsibilities and Duties:
Assisting investment advisers