Michael S. Rose
Having been in the investment advisory business for over 40 years, Michael has had the privilege of working with some of the largest corporation and wealthiest families on six of the seven continents.
He has been affiliated with three international brokerage houses during his career, these being: Warburg-Paribas- Becker, First Boston Corporation, and Montgomery Securities (now Bank of America). Michael has assisted his clients in the use of asset allocation, cash management portfolios and equity trading.
Michael’s clients, over the years, have been have been listed in Forbes as some of the wealthiest individuals in the world.
Currently Michael assists Family offices, Wealthy families, Foundations, and Corporations with their investment advisory needs. He also assists a multi-billion dollar family office with their trading needs.
Michael’s experience in asset allocation, portfolio development and management, has allowed him to distinguish himself within his industry.