Steve Rosenberg is a Managing Director and Private Advisor in Rockefeller Capital Management’s Boca Raton, Fla., office. With his 25 years of industry experience, Steve is a Senior Portfolio Management Director that focuses on tax-efficient investing for high-net-worth families, estates and corporations.
Prior to joining Rockefeller Capital Management, Steve spent the past decade at Morgan Stanley. Before Morgan Stanley, Steve spent 15 years as a Private Wealth Advisor at Merrill Lynch, ultimately serving as a Resident Director at one of the firm’s top performing Private Wealth Management branches. Before Merrill Lynch, Steve played several seasons of Major League Baseball for the Chicago White Sox, San Diego Padres and New York Mets.
Steve has a planning-based approach to investing, serving high-net-worth individuals and families. At the core of the business, he manages open architecture investment models that serve to help his clients meet their financial goals, with special attention to risk tolerance and return objectives.
Steve was drafted into the MLB after attending the University of Florida and holds his Series 7, 63, and 65 licenses, among several others. He currently lives in Lighthouse Point, Fla., with his wife of 30 years, with whom he is the father of four. He enjoys working with children, golfing, cooking and boating.
Steve was awarded Forbes Best In State Advisor for 2023.*
*The Forbes ranking discussed above was designated in 2023 and last for a period of one year until new rankings are released. Each advisor—selected by SHOOK Research—is chosen based on an algorithm of qualitative and quantitative criteria, including: in-person interviews; industry experience; compliance records; revenue produced; and assets under management. No compensation has been provided in connection with obtaining or using this award.
Areas of Expertise
Senior Portfolio Management Director
Corporate Executives and Insiders (Rule 144A)
Generational Wealth Planning