Find your path to Brian
22 people in our graph share verified history with Brian — schools, employers, funds. One of them is your warm intro.
Barry RitholtzunlockedBrian: together at Ritholtz Wealth Management (2018–2026)
×11Brian: together at Ritholtz Wealth Management
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
- Ritholtz Wealth ManagementAdvisorcurrent2018 — presentChicago, Illinois, United States
- Ritholtz Wealth Management https://www.linkedin.com/company/ritholtz-wealth-management/Teammate @RitholtzWealth2018 — 2022Greater Chicago Area
- 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
Anna Chaiken
Vice President at Ritholtz Wealth Management
Barry Ritholtz
Chairman & Chief Investment Officer at Ritholtz Wealth Management
Ben Carlson
Director of Institutional Asset Management at Ritholtz Wealth Management
Bill Artzerounian
Director of Tax Services at Ritholtz Wealth Management
Blair duQuesnay
Lead Advisor – The Preserve at Ritholtz Wealth Management
Chris Carey
Advisor at Ritholtz Wealth Management
Colleen Parker
Director of Client Service at Ritholtz Wealth Management
Dan LaRosa
Sr. Advisor & Director of Corp. Retirement 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.