Simon Rose

Simon Rose is the Chief Executive Officer and Co-Founder of Rose & Company, a leading independent capital markets advisory firm.12 With over 25 years of experience on Wall Street, he has been a significant innovator in the financial services industry.2

Professional Highlights:

• Founded Rose & Company in 2015 to modernize investor relations methods12
• Previously co-founded Dahlman Rose & Company in 2004, growing it from a two-person business to a top-20 U.S. investment bank with over 200 professionals12
• Executed over 100 securities offerings, raising $10 billion in capital for public and private companies2

Recognition:

• Frequently appears on financial networks like CNBC, Bloomberg Television, and Fox Business Network2
• Featured in '40 under 40' lists by Crain's NYC and Investment Dealer's Digest2

Background:

• Undergraduate degree from the University of Rochester13
• Previously worked at firms like Shearson Lehman Bros., Oppenheimer & Co., and Tejas Securities Group3

Rose's business philosophy centers on deeply understanding client needs and creating long-term value through strategic investor engagement.12