Meredith Miriam Rosen
Compliance Officer bij Bedell Frazier Investment Counselling LLC
Profiel
Ms. Meredith M.
Rosen is a Director of Portfolio Management & Client Experience at Bedell Frazier Investment Counselling LLC.
She has over 10 years of experience in the investment management industry.
She joined Bedell Frazier in 2004 and became a Partner of the firm in 2013.
Shortly after joining the firm, Ms. Rosen gravitated toward working directly with clients.
As a Portfolio Manager, she enjoys getting to know clients, their families and investment needs.
She then works to design and implement a plan to meet those needs.
In addition to managing portfolios, she serves as Chief Compliance Officer of the firm.
Ms. Rosen is a graduate of Boston College’s Carroll School of Management where she majored in Information Systems and Marketing.
She received her MBA from the University of San Francisco in 2009.
Actieve functies van Meredith Miriam Rosen
| Bedrijven | Functie | Begin |
|---|---|---|
Bedell Frazier Investment Counselling LLC
 Bedell Frazier Investment Counselling LLC Investment ManagersFinance Bedell Frazier Investment Counselling LLC (BFIC) is a SEC-registered investment advisor headquartered in Walnut Creek, California. The firm was founded by Judith Bedell in 1975 as Bedell Investment Counselling LLC. They are a subsidiary of Bluespring Wealth Partners LLC, which is owned by Kestra Financial, Inc. BFIC offers investment advisory services to individuals, trusts, estates, charitable organizations, corporations, pensions and profit-sharing plans, and other business entities. | Compliance Officer | 01-09-2004 |
Opleiding van Meredith Miriam Rosen
| Boston College | Undergraduate Degree |
| University of San Francisco | Masters Business Admin |
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| Bedrijven in privébezit | 1 |
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Bedell Frazier Investment Counselling LLC
Bedell Frazier Investment Counselling LLC Investment ManagersFinance Bedell Frazier Investment Counselling LLC (BFIC) is a SEC-registered investment advisor headquartered in Walnut Creek, California. The firm was founded by Judith Bedell in 1975 as Bedell Investment Counselling LLC. They are a subsidiary of Bluespring Wealth Partners LLC, which is owned by Kestra Financial, Inc. BFIC offers investment advisory services to individuals, trusts, estates, charitable organizations, corporations, pensions and profit-sharing plans, and other business entities. | Finance |