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Richard Rosen Cfa

Richard Rosen Cfa

Senior Vice President, Portfolio Manager | Pinnacle Associates, Ltd.

United States

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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.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Emerging Technologies

Leadership Development

Organisational experience

Corporate Experience

Consulting Experience

Richard Rosen Cfa

Work Experience

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Senior Vice President, Portfolio Manager at

Pinnacle Associates, Ltd.

March 2018 - Present

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Managing Member, Senior Portfolio Manager at

Satucket Capital Management LLC

November 2011 - March 2018

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Advisor at

Toronto-Dominion Bank (TD Bank)

November 2013 - January 2016

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Managing Director at

American First Bancorp, Inc.

September 2009 - October 2011

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Senior Managing Director at

MACKAY SHIELDS UK LLP

January 1999 - June 2009

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Managing Director at

Prudential Investments

August 1991 - January 1999

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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

mail

******@pinnacle-ny.com

******@pinnacle-associates.com

Colleagues

Esther Regent

Vice President

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Steven Fortgang

Vice President Head Trader

Lilia Arceo

VP, Admin/HR

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Scott Brown

President

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Joseph Shea

Chief Compliance Officer

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Angel Torres

Senior VP Business Systems/IT

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Cfp Carmine D

Principal, CCO, and Investment Advisor

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