Brad Rosenberg is an accomplished financial advisor with an extensive background in wealth management, strategy, and analysis. He has a strong educational foundation, having studied at New York University's prestigious Leonard N. Stern School of Business, earning a Master of Business Administration (MBA) in Finance, and at Rutgers University where he received his BA in Economics.

With years of experience working in various capacities at UBS, Brad has honed his expertise as Branch Manager and Executive Director. He has also served as Regional Sales Manager, Southeast, Chief of Staff, Operations & Systems, and Vice President, Marketing Technology. Additionally, Brad held leadership roles as CAO, Legal & Compliance, CAO, Market Strategy & Development, and CAO, National Sales. He has worked in the past as Marketer, Municipal Derivatives Group, and started his career as Graduate Trainee in Operations & Service.

Brad's primary focus is on building long-term, trusted relationships with his clients, providing insightful, informed advice to help them achieve their financial goals. As a seasoned financial advisor and manager, Brad Rosenberg is a reputable name in the industry.