David Kaifel Rosenberg
Chief Investment Officer bei Nadler Financial Group, Inc.
Profil
Mr. David K.
Rosenberg is a Shareholder, Director of Investment Management & Co-Chief Investment Officer at Nadler Financial Group, Inc. He joined Nadler Financial in 2008.
He works in a significant capacity with investment research, investment implementation, client relationship management, and financial planning.
He helps lead the firm’s Investment Committee, which oversees the firm’s overall investment philosophy and financial planning framework.
He is also on the firm’s Compliance Committee.
He graduated from Northwestern University with a bachelor’s degree in Economics.
Aktive Positionen von David Kaifel Rosenberg
| Unternehmen | Position | Beginn |
|---|---|---|
Nadler Financial Group, Inc.
 Nadler Financial Group, Inc. Investment ManagersFinance Nadler Financial Group, Inc. is an independent, SEC-registered investment advisor headquartered in Deerfield, Illinois. The firm was founded by Michael Nadler in 1997 as VRN Financial Services, Inc. Nadler Financial Group provides investment advisory and wealth management services to high-net-worth individuals and corporate sponsored retirement plans. | Chief Investment Officer | 01.01.2021 |
Ausbildung von David Kaifel Rosenberg
| Northwestern University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 1 |
|---|---|
Nadler Financial Group, Inc.
Nadler Financial Group, Inc. Investment ManagersFinance Nadler Financial Group, Inc. is an independent, SEC-registered investment advisor headquartered in Deerfield, Illinois. The firm was founded by Michael Nadler in 1997 as VRN Financial Services, Inc. Nadler Financial Group provides investment advisory and wealth management services to high-net-worth individuals and corporate sponsored retirement plans. | Finance |
