Rose is a private client relationship advisor. She assists with portfolio management and trading, reporting, funds management, and various duties relating to client service. She strives to deliver an excellent client experience and is able to assist clients on a variety of detailed aspects in all matters of administration. Rose joined the firm in 2018 as a result of the partnership between Brown Advisory and Signature Family Wealth Advisors. Rose’s previous experience includes work as a business manager at BB&T Asset Management, a portfolio manager assistant, and a quality assurance representative.
Contact Rose at [email protected].
- Old Dominion University, BS
- Registered Investment Advisor Series 65 certification
- Chartered Financial Consultant (ChFC®)
- Certified Trust and Financial Advisor (CTFA)