Stuart Rosenberg
Senior Vice President / Senior Financial Advisor/ Private Wealth Management at Citi Personal Wealth Management / Citi Global Markets Inc. / Citibank N.A. | Los Angeles, California, United States
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Stuart Rosenberg serves as a Senior Vice President and Senior Financial Advisor at Citi Personal Wealth Management, where he leverages over three decades of experience in the wealth management sector to deliver exceptional financial services to his clients. With a robust background in asset management, securities, and retirement planning, Stuart has honed his expertise in navigating the complexities of global financial markets, ensuring that his clients receive tailored investment strategies that align with their unique financial goals. His role at Citi encompasses a wide array of responsibilities, from strategic financial planning to advising on private equity and alternative investments, making him a trusted partner for high-net-worth individuals and families.
Throughout his 21-year tenure with Citi, Stuart has spearheaded numerous key projects aimed at enhancing client engagement and investment performance. His accreditation as an Investment Fiduciary underscores his commitment to acting in the best interests of his clients, providing them with peace of mind in an ever-evolving financial landscape. Stuart's proficiency in commercial banking, personal finance, and small business loans further enriches his advisory capabilities, allowing him to offer comprehensive solutions that address the diverse needs of his clientele.
Stuart's educational foundation in behavioral sciences from Colorado State University complements his financial acumen, enabling him to understand the psychological factors that influence investment decisions. This unique perspective not only enhances his client interactions but also informs his strategic approach to asset management. By combining his extensive knowledge with a client-centric philosophy, Stuart Rosenberg continues to make a significant impact in the wealth management industry, guiding his clients toward financial success and stability.
Senior Vice President / Senior Financial Advisor/ Private Wealth Management at Citi Personal Wealth Management / Citi Global Markets Inc. / Citibank N.A. in March 1997 to Present
Private Client Group at Roger Engemann & Associate in January 2000 to January 2004
Wealth Management Consultant at Fidelity Investments in January 1996 to January 1998
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Investment Advisory
Wealth Management
Investment Strategies
Strategic Financial Planning
Wealth
Investments
Mutual Funds
Risk Management
Equities
Series 63
Retirement Planning
Asset Management
Securities
Fixed Income
Pensions
Retirement
Banking
Mortgage Lending
Investment Management
Private Banking
Credit
Bonds
Hedge Funds
Asset Allocation
Small Business
Loans
Uniform Combined State Law
FINRA
Personal Finance
Series 6
High Net Worth Individuals
ETFs
Series 24
Wealth Management Services
Series 65
Separately Managed Accounts
Series 7
Relationship Management
Capital Markets
Financial Planning
Credit Analysis
Financial Markets
Commercial Banking
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What is Stuart Rosenberg email address?
Email Stuart Rosenberg at [email protected]. This email is the most updated Stuart Rosenberg email found in 2026.
How to contact Stuart Rosenberg?
To contact Stuart Rosenberg send an email to [email protected]. (updated on November 04, 2024)
What company does Stuart Rosenberg work for?
Stuart Rosenberg works for Citi Personal Wealth Management / Citi Global Markets Inc. / Citibank N.A.
What is Stuart Rosenberg's role at Citi Personal Wealth Management / Citi Global Markets Inc. / Citibank N.A.?
Stuart Rosenberg is Senior Vice President / Senior Financial Advisor/ Private Wealth Management
What is Stuart Rosenberg's Phone Number?
Stuart Rosenberg's phone (213) ***-*236
What industry does Stuart Rosenberg work in?
Stuart Rosenberg works in the Investment Management industry.
Stuart Rosenberg Email Addresses
Stuart Rosenberg Phone Numbers
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