Michael Adam Rosen
Chief Investment Officer at Northstar Advisory Group LLC
Profile
Mr. Michael A.
Rosen is a Managing Director & Chief Investment Officer at Northstar Advisory Group LLC.
He works with families and small businesses on financial planning and investment management.
Mr. Rosen currently runs eight different investment strategies utilizing proprietary research.
He has over 20 years of financial services experience specializing in asset management.
Prior to joining Northstar Advisory Group, Mr. Rosen was an institutional portfolio manager at various financial institutions including: JP Morgan, Bear Stearns, ING, John Levin & Co, Deutsche Bank and Ark Asset Management.
He has run billions of dollars across multiple strategies for Institutions, High Net Worth and Retail investors through separately managed accounts and mutual funds.
His portfolios have consisted of a bottoms up process using Fundamental, Quantitative and Technical disciplines.
He has managed Large/Mid Cap Equity, Asset Allocation, Long/Short and Enhanced Index portfolios.
He majored in Finance and Economics and minored in Marketing at the University of Hartford.
Michael Adam Rosen active positions
| Companies | Position | Start |
|---|---|---|
Northstar Advisory Group LLC
 Northstar Advisory Group LLC Investment ManagersFinance Northstar Advisory Group LLC (Northstar) is a SEC-registered investment advisor and wealth management firm headquartered in Northfield, New Jersey. The firm was founded in 2019 and became a wholly owned subsidiary of MorganBlake LLC in 2020. Northstar offers investment advisory services to individuals, high net-worth individuals, trusts, estates, businesses, and retirement plans. | Chief Investment Officer | 31/10/2019 |
Former positions of Michael Adam Rosen
| Companies | Position | End |
|---|---|---|
JPMorgan Investment Management, Inc.
 JPMorgan Investment Management, Inc. Investment ManagersFinance JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as the result of Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients. | Portfolio Manager-Equities | 31/08/2012 |
Bear Stearns Asset Management, Inc.
 Bear Stearns Asset Management, Inc. Investment ManagersFinance Bear Stearns Asset Management Inc (Bear Stearns) is a Private Equity/Venture Capital firm, a subsidiary of The Bear Stearns Cos LLC founded in 1985. The firm is headquartered in the US. | Corporate Officer/Principal | 30/05/2008 |
BKF Asset Management Co.
 BKF Asset Management Co. Investment ManagersFinance BKF Asset Management Co. was founded in 1982 by John A. Levin in New York City. The firm was formerly known as John A. Levin & Co. (JAL). Their client base includes public, corporate, and Taft Hartley pension plans, university and college endowments, charitable organizations, financial intermediaries and high net worth individuals and family trusts. In 1996 JAL became a wholly-owned subsidiary of Baker Fentress & Company (NYSE: BKF). In January 2000, Baker Fentress completed a plan to distribute nearly all of its assets (a portfolio of public and private investments), leaving John A. Levin & Co. as its primary asset. Following the distribution, the name Baker Fentress & Company was changed to BKF Capital Group. JAL is now a wholly-owned subsidiary and the primary operating unit of BKF Capital Group. | Portfolio Manager-Equities | 29/06/2006 |
Voya Investment Management Co. LLC
 Voya Investment Management Co. LLC Investment ManagersFinance Voya Investment Management Co. LLC (Voya IM) is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. Formerly known as ING Investment Management Co. LLC, the firm was founded in 1972 under the name of Aetna Capital Management, Inc. They are a wholly-owned subsidiary of Voya Investment Management LLC, ultimately held by Voya Financial, Inc. (NYSE: VOYA). Voya IM provides investment management services to a wide range of clients and investment vehicles. | Portfolio Manager-Equities | 30/10/2005 |
Ark Asset Management Co., Inc.
 Ark Asset Management Co., Inc. Investment ManagersFinance Based in New York City, Ark Asset Management Co., Inc. offers investment management services to corporations, public retirement plans, jointly trusteed plans, insurance companies, endowments and foundations | Corporate Officer/Principal | 30/12/2000 |
Training of Michael Adam Rosen
| University of Hartford | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 6 |
|---|---|
BKF Asset Management Co.
BKF Asset Management Co. Investment ManagersFinance BKF Asset Management Co. was founded in 1982 by John A. Levin in New York City. The firm was formerly known as John A. Levin & Co. (JAL). Their client base includes public, corporate, and Taft Hartley pension plans, university and college endowments, charitable organizations, financial intermediaries and high net worth individuals and family trusts. In 1996 JAL became a wholly-owned subsidiary of Baker Fentress & Company (NYSE: BKF). In January 2000, Baker Fentress completed a plan to distribute nearly all of its assets (a portfolio of public and private investments), leaving John A. Levin & Co. as its primary asset. Following the distribution, the name Baker Fentress & Company was changed to BKF Capital Group. JAL is now a wholly-owned subsidiary and the primary operating unit of BKF Capital Group. | Finance |
JPMorgan Investment Management, Inc.
JPMorgan Investment Management, Inc. Investment ManagersFinance JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as the result of Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients. | Finance |
Ark Asset Management Co., Inc.
Ark Asset Management Co., Inc. Investment ManagersFinance Based in New York City, Ark Asset Management Co., Inc. offers investment management services to corporations, public retirement plans, jointly trusteed plans, insurance companies, endowments and foundations | Finance |
Bear Stearns Asset Management, Inc.
Bear Stearns Asset Management, Inc. Investment ManagersFinance Bear Stearns Asset Management Inc (Bear Stearns) is a Private Equity/Venture Capital firm, a subsidiary of The Bear Stearns Cos LLC founded in 1985. The firm is headquartered in the US. | Finance |
Voya Investment Management Co. LLC
Voya Investment Management Co. LLC Investment ManagersFinance Voya Investment Management Co. LLC (Voya IM) is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. Formerly known as ING Investment Management Co. LLC, the firm was founded in 1972 under the name of Aetna Capital Management, Inc. They are a wholly-owned subsidiary of Voya Investment Management LLC, ultimately held by Voya Financial, Inc. (NYSE: VOYA). Voya IM provides investment management services to a wide range of clients and investment vehicles. | Finance |
Northstar Advisory Group LLC
Northstar Advisory Group LLC Investment ManagersFinance Northstar Advisory Group LLC (Northstar) is a SEC-registered investment advisor and wealth management firm headquartered in Northfield, New Jersey. The firm was founded in 2019 and became a wholly owned subsidiary of MorganBlake LLC in 2020. Northstar offers investment advisory services to individuals, high net-worth individuals, trusts, estates, businesses, and retirement plans. | Finance |
- Stock Market
- Insiders
- Michael Adam Rosen
