Topic: HR’s Role in Retirement Planning
Presenter: Matthew H. Rosenberg, CPA, CFA
When: Wednesday February 21, 2018 11:30 am
Where: Bookcliff Country Club
Matt Rosenberg is Owner/Founder for RoseCap Investment Advisors, an independent registered investment advisory firm located headquartered in Grand Junction, CO. Prior to founding RoseCap, Mr. Rosenberg was Managing Director with Jackson Oats Shaw, a privately held real estate investment firm in Atlanta, GA, where he lead acquisitions, dispositions, and asset management. Mr. Rosenberg also previously served as Vice President with General Electric's Commercial Finance division. He started his career in investment banking, underwriting and syndicating leveraged loans and high yield bonds for Wachovia Securities in Charlotte, NC.
Mr. Rosenberg received his Master’s degree in Accounting and Bachelor of Business Administration from The University of Texas, at Austin, where he was also a member of the 2002 National Championship baseball team and served as commencement speaker for his graduating class. Currently, Mr. Rosenberg serves on the board of directors for the GJ Chamber of Commerce, the STRiVE Foundation, Back the Badge, and the GJ Community Hospital Foundation. In 2017, he was awarded tenure as a professor of finance at Colorado Mesa University, located in Grand Junction, CO, where he has taught finance courses at the undergraduate and graduate levels. His past course offerings include Fundamentals of Investments, Portfolio Management, Financial Strategy (MBA), International Finance, Risk Management, Financial Accounting, and Corporate Finance. In his free time, he enjoys reading, competing in numerous sports, and spending time with his family.