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Richard Rosen Cfa
Richard Rosen Cfa
Senior Vice President, Portfolio Manager | Pinnacle Associates, Ltd.
United States
Richard Rosen Cfa
Summary
Richard Rosen is a seasoned finance professional with over three decades of experience in investment management and advisory roles. Currently serving as Senior Vice President at Pinnacle Associates, Ltd., he specializes in alternative investments and asset allocation strategies. Richard has a strong background in portfolio management, having held senior positions at various prestigious firms including Mackay Shields and Prudential Investments. He holds an MBA in Finance from Boston University and a BA in Political Science/History from Drew University, showcasing a blend of analytical and strategic skills. His extensive expertise in capital markets and securities positions him as a thought leader in his field. Richard's career is marked by a commitment to delivering value through innovative investment strategies and a deep understanding of market dynamics. He is known for his analytical prowess and ability to navigate complex financial landscapes, making him a valuable asset in any investment team.
Richard Rosen Cfa
Work Experience
Senior Vice President, Portfolio Manager at
Pinnacle Associates, Ltd.
March 2018 - Present
Managing Member, Senior Portfolio Manager at
Satucket Capital Management LLC
November 2011 - March 2018
Advisor at
Toronto-Dominion Bank (TD Bank)
November 2013 - January 2016
Managing Director at
American First Bancorp, Inc.
September 2009 - October 2011
Senior Managing Director at
MACKAY SHIELDS UK LLP
January 1999 - June 2009
Managing Director at
Prudential Investments
August 1991 - January 1999
Richard Rosen Cfa
Education
Boston University Graduate School of Management , Mba
January 1982 - January 1984
Drew University, Ba
January 1977 - January 1981
Frequently Asked Questions about Richard Rosen Cfa
What is Richard Rosen Cfa email address?
Richard Rosen Cfa's primary email address is ******@pinnacle-ny.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Richard Rosen Cfa work for?
Richard Rosen Cfa is a Senior Vice President, Portfolio Manager at Pinnacle Associates, Ltd., a company specializing in Security brokers & dealers.
Where Richard Rosen Cfa graduated from?
Richard Rosen Cfa holds a degree in Finance from Boston University Graduate School of Management .
How can I directly contact Richard Rosen Cfa?
To contact Richard Rosen Cfa directly, you can use the email address ******@pinnacle-ny.com. Complete contact information is available upon registration with Muraena.
Who is Richard Rosen Cfa?
Richard Rosen is a seasoned finance professional with over three decades of experience in investment management and advisory roles. Currently serving as Senior Vice President at Pinnacle Associates, Ltd., he specializes in alternative investments and asset allocation strategies. Richard has a strong background in portfolio management, having held senior positions at various prestigious firms including Mackay Shields and Prudential Investments. He holds an MBA in Finance from Boston University and a BA in Political Science/History from Drew University, showcasing a blend of analytical and strategic skills. His extensive expertise in capital markets and securities positions him as a thought leader in his field. Richard's career is marked by a commitment to delivering value through innovative investment strategies and a deep understanding of market dynamics. He is known for his analytical prowess and ability to navigate complex financial landscapes, making him a valuable asset in any investment team.
Richard`s contact details
******@pinnacle-ny.com
******@pinnacle-associates.com
Colleagues
Vice President
SVP
Vice President Head Trader
VP, Admin/HR
President
Chief Compliance Officer
Senior VP Business Systems/IT
Principal, CCO, and Investment Advisor