Rose Capital Advisors, LLC

Michael Rose is a CFP® with 28 years of industry experience, currently serving at Rose Capital Advisors, LLC. He has held roles at Premia Global Advisors and Castellan Holdings Manager, where he provides consulting services. Rose Capital Advisors offers asset management, financial planning, and investment consulting to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a bottom-up fundamental analysis approach supplemented by technical indicators, manages private fund-of-funds, and utilizes performance-based fee arrangements for qualified clients.

Robert Hill is a financial advisor at Rose Capital Advisors, LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley Private Bank, Morgan Stanley, Bank of America, and Merrill. Hill is also a licensed independent insurance agent specializing in non-variable life and health insurance. Rose Capital Advisors provides asset management, financial planning, and investment consulting services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a bottom-up fundamental analysis approach combined with technical indicators and manages private fund-of-funds alongside individual accounts.

Mitchell Romano is a financial advisor with Rose Capital Advisors, LLC, holding a Series 66 designation and 19 years of industry experience. He has worked at Rose Capital Advisors since 2015 and concurrently at Saxony Securities since 2014. Romano also serves as Director of Operations for Rose Capital Advisors, contributing 160 hours per month during market hours. Rose Capital Advisors provides asset management, financial planning, and investment consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a bottom-up, fundamental analysis investment approach and sponsors private fund-of-funds, alongside managing discretionary and non-discretionary portfolios.

Roberto Lizama is a financial advisor with Rose Capital Advisors, LLC in Miami Beach, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has previously worked at firms including Dominick & Dickerman LLC, Morgan Stanley DW Inc., and B. Riley Wealth Management. Outside of advisory services, he manages MSP Recovery, LLC, overseeing data analysis related to Medicare and Medicaid Secondary Payer recoveries. Rose Capital Advisors provides asset management, financial planning, and investment consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a bottom-up fundamental analysis approach, manages private fund-of-funds, and offers both discretionary and non-discretionary portfolio management.

Ashley Kulju is a financial advisor with Rose Capital Advisors, LLC, holding Series 63 and Series 65 credentials and having 15 years of industry experience. She has worked at Rose Capital Advisors since 2018 and previously at MicroSigma Capital Management, LLC from 2011 to 2018. Outside of investment advisory, she is a licensed real estate agent operating Ashley Kulju, PA, a real estate business in Miami Beach, FL. Rose Capital Advisors provides asset management, financial planning, and investment consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a bottom-up, fundamental analysis approach combined with technical indicators and manages private fund-of-funds alongside individual client portfolios.

Shummi Jindal is a financial advisor at Rose Capital Advisors, LLC with a Series 65 designation and over 15 years of industry experience, including prior roles at Hudson Park Management and Hudson Park Advisors LLC. He is based in Plandome, NY. Rose Capital Advisors provides asset management, financial planning, and investment consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm uses a bottom-up fundamental analysis approach complemented by technical indicators and offers both discretionary and non-discretionary portfolio management.

Sanjeev Yadav is a financial advisor at Rose Capital Advisors, LLC with two years of industry experience. He is the founder and CEO of Banyan Tree Global LLC, a management and strategic consulting firm based in Boston. Yadav also serves on the Board of Trustees for Bunker Hill Community College and the Board of Directors for Commonwealth Corporation of Massachusetts, a quasi-public agency under the state's Executive Office of Labor and Workforce Development. Rose Capital Advisors provides asset management, financial planning, and investment consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm emphasizes a bottom-up, fundamental investment approach and sponsors private fund-of-funds while offering both discretionary and non-discretionary portfolio management.

Jonathan Binns is a financial advisor at Rose Capital Advisors, LLC with six years of industry experience. He holds a Series 66 designation and has worked at Rose Capital Advisors in various capacities since 2018, alongside a concurrent role at Saxony Securities, Inc. since 2019. Rose Capital Advisors provides asset management, financial planning, and investment consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a bottom-up investment approach based on fundamental analysis and technical indicators, and it is noted for managing private fund-of-funds and offering performance-based fee arrangements for qualified clients.

Annamalai Ramaswamy is a financial advisor with Rose Capital Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His prior work includes roles at Goldman, Sachs & Co., Neuberger Berman BD LLC, and Saxony Securities, Inc., among others. He is also involved with Banyan Bridge Technology and Banyan Bridge Consulting LLC. Rose Capital Advisors provides asset management, financial planning, and investment consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm uses a bottom-up fundamental analysis approach complemented by technical indicators, manages private fund-of-funds, and offers both discretionary and non-discretionary portfolio management.

Brendan Reardon is a financial advisor at Rose Capital Advisors, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Russell Investments and Russell Implementation Services Inc. He serves as an informal advisor to Beeken Biomedical and sits on the board of Black Dog Enterprises, a specialty apparel and foodservice company. Rose Capital Advisors provides asset management, financial planning, and investment consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm uses a bottom-up fundamental analysis approach combined with technical indicators and manages private fund-of-funds alongside traditional accounts.

Jamel Gordon is a CFP® professional at Rose Capital Advisors, LLC with 17 years of industry experience. He has held roles at Saxony Securities Inc., Provenance Wealth Advisors, Raymond James Financial Services, and Edward Jones. Rose Capital Advisors provides asset management, financial planning, and investment consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a bottom-up, fundamental analysis approach complemented by technical indicators and manages private fund-of-funds alongside individualized portfolio management.