Stephen Rosen has been passionate about his work as a financial advisor for more than two decades. “Our clients appreciate the level of service we provide. We are proactive, transparent and work together to serve their highly individualized needs,” Stephen says.
Stephen joined HighTower as a Managing Director and Partner in 2013. Prior to joining HighTower, Stephen served as a Senior Vice President at UBS and Morgan Stanley.
Stephen focuses on alternative investments, estate planning and portfolio management for high-net-worth individuals and their families, as well as exit planning for business owners. Valued by clients for his partnership in addressing their personal circumstances with strategic planning, Stephen also likes to help his clients feel comfortable about their finances and is always available to address questions or concerns.
Stephen is a Certified Exit Planning Advisor (CEPA) and Accredited Investment Fiduciary (AIF). He is a graduate from the University of Michigan.
A native New Yorker who is fanatical about his New York sports teams, Stephen currently resides in Potomac, Maryland with his wife, Janine, and two kids, Jake and Dylan. Michigan sports are also incredibly important to him and he has the entire family cheering for them. Stephen is an avid golfer and enjoys traveling with his family and watching his son and daughter play on their sports teams. Stephen and his wife actively support a local charitable organization, Most Valuable Kids, that provides eye-opening experiences for underprivileged youth in the DC area to attend sporting and cultural programs.