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Brandon Rosen is a Investment Associate with J.P. Morgan Wealth Management. He holds the CERTIFIED FINANCIAL PLANNER™ designation, one of the most respected wealth management certifications in the industry, and draws upon this background as he leverages the firm’s suite of wealth management resources to provide tailored strategies to high-net-worth clients of The Seltzer Group.
Brandon focuses on cultivating and strengthening relationships to assist clients with developing holistic wealth plans to meet their sophisticated goals. His responsibilities include assisting with the portfolio management & reporting of the team’s fixed income, structured and alternative portfolios. He also utilizes the firm’s robust banking and lending platform to provide personalized strategies to the clients’ often complex needs. Above all, he works diligently to deliver an excellent client experience.
Prior to joining J.P. Morgan, Brandon attended the University of Maryland, where he earned a B.S. in Finance from the Smith School of Business. He also completed the school’s distinguished Banking & Private Wealth Management Fellows Program.
Brandon currently resides in New York City. In his free time, he enjoys fitness, golf, travel and spending time with his family and friends. He is also an avid fan of the University of Maryland’s sports programs and is an active member of the school’s ANC Alumni Group.
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