![Thomas Rozman](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Thomas Rozman
Chief Investment Officer bij
Simplicity Wealth LLC
Profiel
Mr. Thomas J.
Rozman is a Chief Investment Officer at Simplicity Wealth LLC.
Mr. Rozman was previously employed as a Partner & Chief Investment Officer by Simplicity Solutions LLC and a Vice President-Sales by DST Brokerage Solutions LLC.
He received his undergraduate degree from Boston College and an MBA from The University of Chicago.
Actieve functies van Thomas Rozman
| Bedrijven | Functie | Begin |
|---|---|---|
Simplicity Wealth LLC
 Simplicity Wealth LLC Investment ManagersFinance Simplicity Wealth offers a series of diversified, institutional-quality portfolios that are structured towards select investment goals and preferences. The firm seeks to deliver optimal total return through an actively managed, unconstrained investment approach. They aim to remain extensively diversified across traditional and specialized investment types. | Chief Investment Officer | 01-01-2022 |
Eerdere bekende functies van Thomas Rozman
| Bedrijven | Functie | Einde |
|---|---|---|
Simplicity Solutions LLC
 Simplicity Solutions LLC Investment ManagersFinance Simplicity Solutions creates investment strategy that is consistent with the client’s goals, objectives and financial situation. | President | 01-09-2021 |
DST Brokerage Solutions LLC
 DST Brokerage Solutions LLC Investment Banks/BrokersFinance Provide designed solutions to fit the needs of broker-dealers, enabling fully integrated, seamless communications between fellow broker-dealer desktops, back offices and asset management platforms | Verkoop & Marketing | 01-06-2016 |
Opleiding van Thomas Rozman
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
2
Eerstegraads connecties
5
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 5 |
|---|---|
Boston College
 Boston College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The University of Chicago
 The University of Chicago Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
DST Brokerage Solutions LLC
DST Brokerage Solutions LLC Investment Banks/BrokersFinance Provide designed solutions to fit the needs of broker-dealers, enabling fully integrated, seamless communications between fellow broker-dealer desktops, back offices and asset management platforms | Finance |
Simplicity Solutions LLC
Simplicity Solutions LLC Investment ManagersFinance Simplicity Solutions creates investment strategy that is consistent with the client’s goals, objectives and financial situation. | Finance |
Simplicity Wealth LLC
Simplicity Wealth LLC Investment ManagersFinance Simplicity Wealth offers a series of diversified, institutional-quality portfolios that are structured towards select investment goals and preferences. The firm seeks to deliver optimal total return through an actively managed, unconstrained investment approach. They aim to remain extensively diversified across traditional and specialized investment types. | Finance |
