/People

Brian Rosen

Investor

Sr. Advisor at Ritholtz Wealth Management

Greater Chicago Area

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About

Brian Rosen is a member of the team at Ritholtz Wealth Management. Before joining the firm, he spent more than a decade trading, where he developed experience in markets and risk management. He now focuses on financial planning and managing risk for the firm's clients.

Experience

  1. Ritholtz Wealth ManagementAdvisorcurrent2018 — presentChicago, Illinois, United States
  2. Ritholtz Wealth Management https://www.linkedin.com/company/ritholtz-wealth-management/Teammate @RitholtzWealth2018 — 2022Greater Chicago Area
  3. Element Financial PartnersPrincipal2013 — 2017Greater Chicagoland Area / Financial Advisory Services

Skills & more

Wealth ManagementInvestment PlanningInsurance PlanningExecutive Benefits PlanningEstate Planning StrategiesEstate Conservation StrategiesIRA Distribution PlanningPension Distribution Planning401(k) Distribution Planning

From Brian's professional profile.

Colleagues at Ritholtz Wealth Management

Frequently asked questions

Who is Brian Rosen?
Brian Rosen is a member of the team at Ritholtz Wealth Management. Before joining the firm, he spent more than a decade trading, where he developed experience in markets and risk management. He now focuses on financial planning and managing risk for the firm's clients.
Where does Brian Rosen work?
Brian Rosen is Sr. Advisor at Ritholtz Wealth Management.