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Rosey joined GMAG in 2012 and has over a decade of experience in the financial services industry, all of which has been focused on the investment and planning needs of high net worth individuals and families.
As Client Relationship Manager, Rosey is a direct point of contact and a key resource for our clients. Rosey is a diligent and dedicated advocate for each client, ensuring that their wealth planning needs are given priority and that each client benefits from all that GMAG has to offer. She has experience in all aspects of financial planning and collaborates with in-house as well as external experts to provide clients with the best information and solutions available to meet their specific needs. Our Client Service Team as a whole continuously strives to enhance the firm’s expertise, improve the firm’s processes, and above all, to deliver a client experience unmatched in excellence.
Prior to joining GMAG, Rosey was a Private Client Advisor at J.P. Morgan–Chase Private Client in East Hampton, NY and spent eight years at Bernstein Global Wealth Management in New York City, where she served as a Private Client Senior Associate and a Training Manager. Through these experiences, Rosey has gained extensive knowledge of the financial planning needs of high net worth individuals and families. She has held the Financial Industry Regulatory Authority (FINRA) Series 7, 63 and 66 securities licenses. Rosey received a B.S. in Human Development from Cornell University and is a Certified Financial PlannerTM certificant.
Rosey lives in Westhampton with her partner, Todd. She enjoys taking advantage of all the great things the south fork of Long Island has to offer and evenings around the firepit with family and friends.