Rose Capital Advisors
Rose Capital Advisors is a privately owned boutique family office advisory firm. We provide comprehensive financial planning, overall wealth management, and strategic investment advice to high net worth individuals, entrepreneurs, institutions, and families who seek unbiased, intelligent advice and counsel. We are responsible for the crafting of customized investment solutions and for advising clients regarding matters related to investment policy, asset allocation, cash flow analysis, product selection, and performance analytics. Our practice is reserved to an exclusive group of distinctive clients, allowing us the time needed to carefully customize your services and solutions. Securities offered through Saxony Securities, Inc. Member FINRA/SIPC. Investment Advisory Services provided through Rose Capital Advisors, LLC, an SEC Registered Investment Advisor.
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Verified contacts
10
available on Kipplo
LinkedIn employees
11
1 to 10 range
Open roles
—
no listings
Distinct roles
7
indexed titles
Tech stack
2
tools in use
Monthly traffic
85
organic / mo
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Decision-makers and verified team members
10 contacts with verified email or phone · masked until revealed.
- JB
Jonathan Binns
Portfolio Manager · Finance & Accounting
EmailPhone - RS
Robert Spiess
Senior Wealth Advisor · Finance & Accounting
EmailPhone - JG
Jamel Gordon
Financial Advisor · Finance & Accounting
EmailPhone - MR
Mike Reardon
Director of Client Solutions Senior Financial Advisor · Other
EmailPhone - DE
Donovan E. Ford
Sports & Entertainment Business Development · General Business & Management
EmailPhone - JE
Jordy Elster
Investment Operations Analyst · Operations
EmailPhone
Showing 6 of 10 verified contacts
Top roles at Rose Capital Advisors
7 distinct titles indexed · top 7 shown.
- 2portfolio manager
- 2senior wealth advisor
- 1director of client solutions senior financial advisor
- 1executive assistant office manager at rose capital advisors
- 1financial advisor
- 1investment operations analyst
- 1sports & entertainment business development
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