
Andrew Rosman
Partner & Wealth Management Advisor
Bleakley Financial Group
United States, New York, New York
About Me
Andrew began his career in 2007 working as trainee at Wachovia Securities. He joined Lyle’s practice at Wells Fargo Advisors in 2009. He designs detailed financial and investment plans through collaboration with clients and the other trusted professionals in their lives. Andrew and Lyle joined Bleakley Financial Group in 2022. Andrew Graduated from SUNY Oneonta with a degree in political science and is a CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional since 2010. Andrew lives in Merrick, NY with his wife Mallory and daughter Mackenzie. As a family they enjoy traveling, hiking and playing on the beach. In his spare time Andrew enjoys yoga, reading and taking long walks. As a family they are
Profile Information
Partner & Wealth Management Advisor
Bleakley Financial Group
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
New York
New York
United States
May 15, 2024
Keylinks
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