Beth C Rosenwald Senior Vice President - Branch Director, Private Client Group (410) 318-5074 email@example.com
Beth started her career in 1989 and over the years has assembled a dedicated team of seasoned professionals with outstanding credentials and years of specialized, hands-on experience. Her primary focus is on building lasting relationships centered on the understanding of each client’s financial goals and helping families implement a long term strategy for managing and transferring wealth.
Beth received a Bachelor’s degree in Economics from University of Maryland and is the founding chair of WINGs of United Way (Women Investing in the Next Generation). She continues to serve her community as a member of the Tiffany Circle of The American Red Cross and a board member of the Ronald McDonald House Charities of Baltimore.
Matt has been with The Rosenwald Team since 2000. As the team’s Certified Financial Planner practitioner, Matt’s primary focus is on providing personal wealth counseling by developing a comprehensive investment plan based on each client’s individual needs.
Matt is a graduate of Loyola College with a Bachelor’s degree in Economics.
Leksi joined The Rosenwald Team in 2005. As the team’s family services coordinator, her primary focus is on operational and administrative activities making sure every detail is tended to on time. Leksi also organizes client appreciation and education events as part of the overall client experience.
Leksi graduated from Goucher College with a degree in Business Management and International Business, and is fluent in Russian.