![Jean Morris Rosenbaum](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profile
Jean Morris Rosenbaum worked as a Managing Director & Portfolio Manager at BlackRock Advisors LLC from 1998 to 2013.
Prior to that, she worked as an Analyst at The PNC Financial Services Group, Inc. from 1995 to 1997.
Currently, she is a Portfolio Manager at Hotaling Investment Management LLC, a position she has held since 2014 and will hold until 2023.
Rosenbaum received her undergraduate degree from Duke University in 1990 and her MBA from the University of Maryland in 1994.
Former positions of Jean Morris Rosenbaum
| Companies | Position | End |
|---|---|---|
Hotaling Investment Management LLC (Old)
 Hotaling Investment Management LLC (Old) Investment ManagersFinance Hotaling invests in several broad categories of securities, including individual stocks, municipal bonds, corporate bonds, REITs (real estate investment trusts), and both equity and fixed income open-ended mutual funds. Stocks are generally utilized for growth, where the primary goal is to increase the value of the client’s investments through price appreciation. The firm primarily relies upon bonds (both municipal and corporate) to generate income for client portfolios. REITs are also generally used for income, though they also provide diversification to stocks and bonds. When selecting equity investments, Hotaling utilizes its own proprietary stock models. The firm takes a value-oriented approach to selecting fixed income investments and utilizes fundamental research, ratings agency reports, and other proprietary research to invest and monitor bond portfolios. | Portfolio Manager-Equities | 31/12/2022 |
BlackRock Advisors LLC
 BlackRock Advisors LLC Investment ManagersFinance BlackRock Advisors offers investors around the world a variety of investment products that span across asset classes, market-caps, investment styles and geographic regions. Their mandates include cash management, equity, fixed income, alternative, multi-asset and quantitative equity strategies. | Analyst-Equity | 31/12/2012 |
| THE PNC FINANCIAL SERVICES GROUP, INC. | Corporate Officer/Principal | 30/12/1997 |
Training of Jean Morris Rosenbaum
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
85
1st degree connections
5
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
The PNC Financial Services Group, Inc.
 The PNC Financial Services Group, Inc. Major BanksFinance Operates as a financial holding company whose subsidiary provides banking and asset management services | Finance |
BlackRock Advisors LLC
BlackRock Advisors LLC Investment ManagersFinance BlackRock Advisors offers investors around the world a variety of investment products that span across asset classes, market-caps, investment styles and geographic regions. Their mandates include cash management, equity, fixed income, alternative, multi-asset and quantitative equity strategies. | Finance |
Duke University
 Duke University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Maryland
 University of Maryland Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Hotaling Investment Management LLC (Old)
Hotaling Investment Management LLC (Old) Investment ManagersFinance Hotaling invests in several broad categories of securities, including individual stocks, municipal bonds, corporate bonds, REITs (real estate investment trusts), and both equity and fixed income open-ended mutual funds. Stocks are generally utilized for growth, where the primary goal is to increase the value of the client’s investments through price appreciation. The firm primarily relies upon bonds (both municipal and corporate) to generate income for client portfolios. REITs are also generally used for income, though they also provide diversification to stocks and bonds. When selecting equity investments, Hotaling utilizes its own proprietary stock models. The firm takes a value-oriented approach to selecting fixed income investments and utilizes fundamental research, ratings agency reports, and other proprietary research to invest and monitor bond portfolios. | Finance |
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