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September 27-29, 2021
The Diplomat Beach ResortHollywood, Florida

Michael Rose
Managing Partner at Rose Capital Advisors

Profile

Michael has been providing strategic investment advice and wealth management services for over 24 years. Prior to Founding Rose Capital Advisors, Michael spent over 7 years with Dominick & Dominick LLC, a firm with rich history and tradition dating back to 1870, and prior to that, with Wachovia (now Wells Fargo), where he spent several years working in their Private Client Group in New York City and Miami. During this time, he dealt with top-level executives from several of Wachovia’s key corporate banking clients. Michael also spent four years at another NYSE member firm in New York City, and opened that firm’s first international office in Toronto, Canada. Michael’s practice is reserved to an exclusive group of distinctive clients, comprised of High Net-Worth Individuals, Small Institutions, Professional Athletes, Entrepreneurs, Family Offices, and Non-Profit Foundations, with specific expertise in alternative investments such as Hedge Funds, Private Equity/Leveraged Buyouts, Venture Capital, Commodities/Managed Futures, Real Estate, and Timberland, totaling in excess of $1Billion of capital raised.

Michael received a Bachelor of Science degree in Finance from Syracuse University and also studied abroad in Madrid, Spain. His professional licenses include:

• Certified Financial Planner™ certification

• General Securities Registered Representative NYSE/FINRA (Series 7)

• Uniform Investment Adviser (Series 65)

• Uniform Securities Agent State Law Examination (Series 63)

Michael is a very active member of the local community of South Florida and has joined forces with other distinct individuals and organization for philanthropic causes. Michael has served on the Board of Directors of the Make-a-Wish Foundation of Southern Florida, one of the most recognizable charitable organizations as well as one of the top ranked and most trusted brands in the United States, and was a member of the Foundation’s Endowment Investment Committee. He is also a member of several other professional and charitable organizations, including participation as a board member of Overtown Youth Center (fka Mourning Family Foundation) and a Limited Partner Advisory Committee (LPAC) member for several private equity and venture capital funds.

Michael is married and lives with his wife Luanne and daughter Olivia in Miami Beach, FL.

Agenda Sessions

  • ETFs vs. Direct Indexing: What Does the Future Hold?

    2:30pm

Speakers at this event