Jeffrey Lin Rosenthal
Chief Executive Officer at Triad Advisors LLC
Profile
Mr. Jeffrey L.
Rosenthal is a President & Chief Executive Officer at Triad Advisors LLC.
He has over 20 years of experience in the securities industry.
In his most recent role as Executive Vice President and Chief Marketing Officer, Mr. Rosenthal led the marketing, practice management and education, due diligence and advisory services teams, ensuring that affiliated advisors experienced a best-in-class wealth management solution accompanied with a focus on strong interpersonal relationships.
He is on the Board of Directors at Investment Program Association.
Prior to joining Triad, Mr. Rosenthal served as an Estate Planning Specialist with Hartford Life, helping successful advisors create and implement estate planning solutions for their clients.
Before Hartford Life, he was an independent Financial Advisor working with emerging-affluent and affluent business owners in and around Atlanta.
He is a graduate of the University of Georgia.
Mr. Rosenthal is active with the Financial Services Institute (FSI) and is a current board member of the Investment Program Association (IPA).
He is currently registered with his Series 6, 7, 63, and 24 and is fully licensed for all life, health and sickness products.
Jeffrey Lin Rosenthal active positions
| Companies | Position | Start |
|---|---|---|
| Investment Program Association | Director/Board Member | 31/12/2015 |
Triad Advisors LLC
 Triad Advisors LLC Investment ManagersFinance Triad Advisors LLC is a SEC-registered investment advisor and broker-dealer headquartered in Norcross, Georgia. The firm was founded in 1998 and is a wholly-owned subsidiary of Advisor Group Holdings, Inc., which is owned primarily by a consortium of investors through RCP Artemis Co-Invest, L.P., an investment fund affiliated with Reverence Capital Partners LLC. Triad Advisors provides portfolio management services to individuals, high net-worth individuals, trusts, estates, pension and profit-sharing plans, charitable institutions, foundations, endowments, and corporations. | Chief Executive Officer | 31/12/2017 |
Former positions of Jeffrey Lin Rosenthal
| Companies | Position | End |
|---|---|---|
Triad Advisors, Inc.
 Triad Advisors, Inc. Investment ManagersFinance Triad Advisors, Inc. provides investment advice. Its services include banking services, investment management, capital markets, insurance solutions and trust and estate planning. The company was founded by Mark C. Mettelman in 1998 and is headquartered in Norcross, GA. | Chief Executive Officer | 31/12/2017 |
Training of Jeffrey Lin Rosenthal
| University of Georgia | Undergraduate Degree |
Experiences
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Private companies
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1st degree connections
1st degree companies
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Linked companies
| Private companies | 3 |
|---|---|
Triad Advisors, Inc.
Triad Advisors, Inc. Investment ManagersFinance Triad Advisors, Inc. provides investment advice. Its services include banking services, investment management, capital markets, insurance solutions and trust and estate planning. The company was founded by Mark C. Mettelman in 1998 and is headquartered in Norcross, GA. | Finance |
| Investment Program Association | |
Triad Advisors LLC
Triad Advisors LLC Investment ManagersFinance Triad Advisors LLC is a SEC-registered investment advisor and broker-dealer headquartered in Norcross, Georgia. The firm was founded in 1998 and is a wholly-owned subsidiary of Advisor Group Holdings, Inc., which is owned primarily by a consortium of investors through RCP Artemis Co-Invest, L.P., an investment fund affiliated with Reverence Capital Partners LLC. Triad Advisors provides portfolio management services to individuals, high net-worth individuals, trusts, estates, pension and profit-sharing plans, charitable institutions, foundations, endowments, and corporations. | Finance |
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