Beth C Rosenwald Managing Director - Director, Branch - FAS, Senior Portfolio Manager - Portfolio Focus (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’s Initiative Next Generation). She continues to serve our community as a member of the Tiffany Circle of American Red Cross, a board member of the Ronald McDonald House Charities of Baltimore, and a member of the Women’s Leadership Council Tocqueville Society of United Way of Central Maryland. In 2013, Beth was honored to be named to The Daily Record Maryland’s Top 100 Women.
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. He also focuses on family financial dynamics, working with families to create responsible management of generational wealth.
Matt is a graduate of Loyola College with a Bachelor’s degree in Economics.
Peter graduated from Dartmouth College in 1956 with a Bachelor of Arts in economics and has been helping clients accomplish their financial goals since 1984. He was born in New York, NY and currently lives in Baltimore, MD with his lovely wife. They have lived here since his graduation from Dartmouth in 1956 and they have two children and five grandchildren. He is currently on the Board of Trustees at Hopewell Cancer Support.
Leksi joined The Rosenwald Team in 2005. As the team’s family services coordinator, she is dedicated to providing clients with exceptional personal service. This includes development and customization of the FamilyWealthPlanner offered solely to our clients. She also focuses on performance reporting analysis, retirement planning, education funding and insurance planning services for the individuals and families we work with.
Leksi graduated from Goucher College with a degree in Business Management and International Business, and is fluent in Russian.
Patrick started his financial services career as an intern with RBC Wealth Management in 2011. He performs an essential role in the day-to-day operations of the team by building strong client relationships and ensuring effective and efficient processing of all client requests. Pat has a tremendous work ethic and sincerely wants our clients' experience to be exceptional.
Patrick graduated Cum Laude from Washington College with a degree in Economics and Mathematics.