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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
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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

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