David Kaifel Rosenberg
Directeur en chef des Investissements chez 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.
Postes actifs de David Kaifel Rosenberg
Sociétés | Poste | Début |
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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. | Directeur en chef des Investissements | 01/01/2021 |
Formation de David Kaifel Rosenberg
Northwestern University | Undergraduate Degree |
Expériences
Fonctions occupées
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Sociétés cotées
Entreprise privées
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Relations au 1er degré
Entreprises liées au 1er degré
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Entreprise privées | 1 |
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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 |