DIRECTOR OF INVESTMENT DEPARTMENT
Andrew has worked in Finance for over ten years and holds a Bachelor of Arts degree in History with a minor in Economics from Tufts University. At Tufts University, Andrew was also the captain of the Varsity Tennis team.
Andrew is leading the Investment Department at Capital Management Group. His responsibilities include portfolio construction and analysis, trading client accounts, and overseeing the Advisory Review Process.
Prior to his current role, Andrew worked at a Family Office researching investments in micro-cap stocks and more recently worked for a Wealth Management Team within Raymond James where he focused on goals-based planning, trading, and portfolio due diligence.
He is a CFA Charterholder and holds the AIF Designation. Andrew currently lives in NYC with his fiancé Kate. In his free time, he enjoys spending time with friends and family, playing tennis, and visiting Newport, RI.
Andrew Rosen is registered with Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN), and provides administrative support services only.