Type Of Business:
Investment company; Multi-family wealth advisor
Expertise:
Strategic asset allocation and portfolio structuring; Options trading
Major Product/SVS:
Hedge funds; Generation of absolute returns over wide range of economic and market conditions; Investments across a variety of asset classes including, stocks, bonds, and other alternative investments in order to deliver superior long-term results through diversification and strategic asset allocation; Research that encompasses both quantitative and qualitative aspects in order to foster portfolio construction that minimizes the possibility of permanent loss of principal and maximizes flexibility to invest opportunistically
Hobbies/Sports:
Golf; Soccer; Playing poker
Education Degrees:
Bachelor of Science in Business Administration, Boston University School of Management (2005)
Affiliations Awards:
Candidate for Level II of the CFA; Series 7 and 66 Certified
Number Of Years In Profession:
6
Number Of Years In Current Position:
1
What Does He/She Attribute Success To:
He attributes his success to his love and dedication for what he does.
Why did you become involved in your profession or industry?:
He became involved in his profession when, at the age of 13, he began watching CNBC, making investments and compiling a portfolio.
Position Responsibilities and Duties:
Conducting quantitative and qualitative research on both current and potential investments for a high net worth multi-family investment office; Analyzing a variety of asset classes, including stocks, bonds, hedge funds and other alternative investments for implementation within a strategic and diversified asset allocation; Constructing and executing multiple-leg options trading for a portfolio of pure equity option positions based on both technical and fundamental analysis of the underlying securities
Where Will You Be In 5 Years:
In five years, Mr. Rosen hopes to manage a larger portfolio.