CoverProfile

Don Brosz

Managing Partner and Portfolio Manager

Waterstone Investment Counsel

United States, Ohio, Cincinnati

About Me

Mr. Brosz is a managing partner and portfolio manager for WaterStone Investment Counsel, LLC. Mr. Brosz is a graduate of the University of Cincinnati with a degree in finance. He also earned his Juris Doctor degree from Taft Law School.​​ Don has extensive experience in all areas of wealth management and held positions with major Wall Street firms prior to co-founding WaterStone Investment Counsel. He is a member of the CFA Institute and a member of the Cincinnati Society of Financial Analysts.

Profile Information

Managing Partner and Portfolio Manager

Waterstone Investment Counsel

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Cincinnati

Ohio

United States

May 15, 2024

More profiles to browse

Profile Photo
Gabriel Jung
Investment Advisor

You Might Like

DZ
Donna Zanetti
Manager of Client Services
Pennsylvania Capital Management
JB
Joy Bunzel
Client Services
Sierra Investment Management
KP
Kathy Polichetti
Senior Client Service Specialist
Pennsylvania Capital Management
RR
Rachel Rademacher
Vice President of Operations
Rademacher Financial Inc