Shufro, Rose & CO., LLC

Stephen Leit is a CFA® charterholder with 37 years of industry experience. He has been with Shufro, Rose & Co., LLC since 1989 and joined Cerity Partners LLC in 2026. Shufro, Rose & Co., founded in 1938, provides discretionary and non-discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, retirement accounts, businesses, and charitable organizations. The firm emphasizes individualized, long-term portfolio management using a range of investment vehicles including equities, fixed income, ETFs, and mutual funds.

Steven Glass is a financial advisor at Shufro, Rose & Co., LLC in New York, NY, with 38 years of industry experience. He holds Series 63 and Series 65 designations and has been with Shufro, Rose & Co. since 1988. Prior to his current role, he was associated with Wealth Enhancement Group and Wealth Enhancement Advisory Services starting in 2026. Shufro, Rose & Co. provides discretionary and non-discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, retirement accounts, businesses, and charitable organizations. The firm emphasizes individualized, long-term portfolio management using a range of investment vehicles, including equities, fixed income, ETFs, and mutual funds.

Gerson Ossers is a CFP® with 12 years of industry experience, currently affiliated with Cerity Partners LLC since 2026. He previously worked at Shufro, Rose & Co., LLC for seven years, along with positions at Source Financial Advisors, Procyon Private Wealth Partners, UBS Financial Services, and Northwestern Mutual Investment Management. Shufro, Rose & Co. provides discretionary and non-discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, retirement accounts, businesses, and charitable organizations. The firm emphasizes individualized, long-term portfolio management using equities, fixed income, ETFs, mutual funds, and cash equivalents.

Harvey Wacht is a financial advisor at Shufro, Rose & Co., LLC with 54 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Cerity Partners LLC and Purshe Kaplan Sterling Investments prior to his current role. Wacht serves as Senior Managing Director and portfolio manager for individual client accounts. Shufro, Rose & Co. provides discretionary and non-discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, retirement accounts, businesses, and charitable organizations. The firm emphasizes individualized, long-term portfolio management using a range of investment vehicles including equities, fixed income, ETFs, and mutual funds.

Aimee Adler is a CFP® and holds a Series 65 license with six years of industry experience. She is currently with Shufro, Rose & Co., LLC and has prior experience at firms including Wealth Enhancement Group, Cerity Partners LLC, and Payne Capital Management. Adler serves as a volunteer board member for Camp Dream Street. Shufro, Rose & Co. provides discretionary and non-discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, retirement accounts, businesses, and charitable organizations. The firm emphasizes individualized, long-term portfolio management using a range of investment vehicles and manages approximately $2.46 billion in assets across 12 advisors.

John Contant is a financial advisor at Shufro, Rose & Co., LLC with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Shufro, Rose & Co. since 2004, following a position at Cerity Partners LLC. Shufro, Rose & Co. offers discretionary and non-discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, retirement accounts, businesses, and charitable organizations. The firm emphasizes individualized, long-term portfolio management across a range of asset classes and manages approximately $2.46 billion in assets.

Garrett Cole is a CFP® with four years of industry experience, currently serving as an advisor at Shufro, Rose & CO., LLC. His prior experience includes roles at Wealth Enhancement Advisory Services, Ameriprise, and non-investment employment including running a business called Pizza Love. Shufro, Rose & Co. provides discretionary and non-discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, retirement accounts, businesses, and charitable organizations. The firm emphasizes individualized, long-term portfolio management using a range of equity, fixed income, ETF, and mutual fund strategies.

Anthony Santoloci is a CFP® professional with 10 years of industry experience, currently serving at Shufro, Rose & Co., LLC. His prior roles include positions at Cerity Partners LLC, Gilder Gagnon Howe, Niagara International Capital Limited, and Ameriprise Financial Services, Inc. Shufro, Rose & Co. provides discretionary and non-discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, retirement accounts, businesses, and charitable organizations. The firm emphasizes individualized, long-term portfolio management using equities, fixed income, ETFs, mutual funds, and cash equivalents.

Lance Armenta is a financial advisor at Shufro, Rose & Co., LLC with five years of industry experience. He holds a Series 66 designation and has previously worked at Flagstar Securities, UBS Financial Services, Sanford C. Bernstein & Co., and Morgan Stanley. Shufro, Rose & Co. provides discretionary and non-discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, retirement accounts, businesses, and charitable organizations. The firm emphasizes individualized, long-term portfolio management using a range of investment vehicles including equities, fixed income, ETFs, and mutual funds.

Yoolim Kaminsky is a financial advisor at Shufro, Rose & Co., LLC with four years of industry experience. She holds the Series 63 and Series 65 designations. Her prior experience includes roles at Wealth Enhancement Advisory Services and Wealth Enhancement Group. Shufro, Rose & Co. provides discretionary and non-discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, retirement accounts, businesses, and charitable organizations. The firm emphasizes individualized, long-term portfolio management using a range of investment vehicles and employs ongoing monitoring tailored to client needs.

Gregory Shufro is a financial advisor at Shufro, Rose & Co., LLC with 11 years of industry experience. He holds Series 63 and Series 65 designations and has been with Shufro Rose & Co. since 2008. Prior to that, he worked at Wealth Enhancement Group and Wealth Enhancement Advisory Services. Shufro, Rose & Co. offers discretionary and non-discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, retirement accounts, businesses, and charitable organizations. The firm emphasizes individualized, long-term portfolio management using a variety of investment vehicles and employs both traditional and alternative strategies.

Barbara Silverman is a CFP® and CFA® with 16 years of industry experience. She has been with Shufro, Rose & Co., LLC since 2002 and is currently part of a 12-advisor team based in New York, NY. Her prior experience includes roles at Wealth Enhancement Advisory Services and Wealth Enhancement Group. Shufro, Rose & Co. provides discretionary and non-discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, retirement accounts, businesses, and charitable organizations. The firm focuses on individualized, long-term portfolio management using a range of investment vehicles, including equities, fixed income, ETFs, and mutual funds.