Jeffrey Rozenberg

Jeffrey Rozenberg

Wealth Manager, J.P. Morgan Wealth Management
New York

Jeffrey Rozenberg

Wealth Manager, J.P. Morgan Wealth Management
New York
  • Wealth Management Experience Since 2011
    Jeffrey Rozenberg is a Senior Vice President and Wealth Manager with First Republic Investment Management. Mr. Rozenberg joined First Republic in 2021. Prior to joining First Republic, he was a First Vice President, Executive Financial Services Director, at Morgan Stanley, which he joined in 2011. Mr. Rozenberg focuses his practice on the following key areas: 10b5-1 plans, restricted stock, risk management, retirement planning, wealth transfer and income planning, asset allocation and portfolio construction, which includes corporate executives and ultra high net worth individuals.
  • Education
    Mr. Rozenberg earned his bachelor’s degree in Business Management and Finance from Brooklyn College.
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