ICW INVESTMENT ADVISORS - Key Persons

Charles Rossi

Job Titles:
  • Member of the Shareholders and Senior Leadership Team
Charles "Charlie" Rossi, CFP® advises the firm's clients and co-leads the development and management of all client retirement planning, investment management and estate planning analytics and implementation. He co-manages all client portfolios and the firm's investment research and portfolio performance analytics. He serves on the wealth management team for all client engagements and is a member of the firm's Operating, Investment Management and Risk Committees. Charles joined the firm in 2014. Charles holds a Master of Taxation and Data Analysis from the W.P. Carey School of Business at Arizona State University, a Master of Investment Management and Financial Analysis from Creighton University University and a Postgraduate Diploma in Financial Planning from New York University School of Professional Studies. He is a 2024 candidate for an Estate Planning Certificate from the Graduate Tax Program at the Charles Widger School of Law at Villanova University. Charles received a Bachelor of Science in Finance from the W.P. Carey School of Business at Arizona State University. While earning his undergraduate degree, he studied in England for one year and completed coursework at the University of Leeds, The London School of Economics and an executive equity investment management program at The London Business School. Charles has completed advanced trust schools held at Pepperdine University, University of Notre Dame and Boston University School of Law and is a Certified Trust and Fiduciary Advisor. He has passed Level I and Level II of the CFA program and is a Level III candidate. Charles has also passed the Regulation section of the Uniform CPA Examination. Charles serves on the Board of Directors for Help in Healing Home, a residential hospitality housing community for organ transplant and oncology treatment patients and their caregivers at The Village at Mayo Clinic in Scottsdale, Arizona. Help in Healing Home has served more than 23,500 patients and their families during the past 20 years. During his career, Charles has earned the following professional designations: CERTIFIED FINANCIAL PLANNER TM professional Certified Trust and Fiduciary Advisor Accredited Portfolio Management Advisor® Accredited Investment Fiduciary® Series 65 Uniform Investment Advisor Law Examination Investment Advisor Core Compliance Certificate Charles is FINRA Series 65 licensed and is a member of the CFA Institute, National Association of Personal Financial Advisors and the Financial Planning Association.

Jennifer Rossi - Founder

Job Titles:
  • Chief of Staff
  • Client Relationship Manager
  • Co - Founder
  • Member of the Shareholders and Senior Leadership Team
  • Chief of Staff and Client Relationship Manager for Intelligent Capital
Jennifer Rossi is the Chief of Staff and Client Relationship Manager for Intelligent Capitalworks. She is a member of the Senior Leadership Team and a member of the firm's Operating, Investment Management and Risk Committees. Prior to joining the firm, Jennifer worked at the tax practice of Allen Nahrwold, CPA and the tax practice of Bernard & Stallman, CPAs as a tax preparer. Jennifer serves on the wealth management team for all client engagements. Background Jennifer received her BSBA from the University of Phoenix and is a 2023 candidate as a Chartered Financial Consultant from the American College. Jennifer Rossi is a co-founder of the firm. She has served as the Director of Operations since the firm's inception. Prior to joining the firm she worked at the tax practice of Allen Nahrwold, CPA and at the tax practice of Bernard & Stallman, CPAs. Jennifer holds a Bachelor of Science in Business Administration from University of Phoenix and is a 2023 Chartered Financial Consultant candidate from the Amerian College in Bryn Mawr, Pennsylvania. Jennifer serves on the wealth management team for every client.

Jillian Carlson

Job Titles:
  • Member of the Shareholders and Senior Leadership Team
  • Education
  • Professional Accreditation
Jillian Carlson helped co-found the firm in 2005 and is the firm's Chief Compliance Officer. Prior to joining the firm, she worked at the tax practice of Bernard & Stallman, CPAs. Jillian holds a Bachelor of Science in Business Administration from DeVry University and a Master of Business Administration from Keller Graduate School of Management. Jillian manages the firm's compliance with all Federal and state laws and regulations and regulators. She serves on the wealth management team for every client.

John F. Kennedy

Job Titles:
  • School of Government
During his career, Vincent has also studied advanced wealth management at the following institutions: Wharton School University of Pennsylvania Center for Fiduciary Studies Joseph M. Katz Graduate School University of Pittsburgh John F. Kennedy School of Government Harvard University Philip E. Heckerling Institute on Estate Planning University of Miami School of Law Richard D. Irwin Graduate School American College in Bryn Mawr, Pennsylvania Esperti-Peterson Institute Michigan State University Cannon Financial Institute, honors graduate at University of Notre Dame at Boston University School of Law at University of North Carolina, Charlotte Kinder Institute of Life Planning

Michael Rossi

Job Titles:
  • Member of the Shareholders and Senior Leadership Team
  • Certified Financial Planner
  • Financial Advisor / Chief Client Wealth Officer
Michael Rossi CFP® advises the firm's clients and co-leads the development and management of all client retirement planning, investment management and estate planning analytics and implementation. He co-manages all client portfolios and the firm's investment research and portfolio performance analytics. He serves on the wealth management team for all client engagements and is a member of the firm's Operating, Investment Management and Risk Committees. Michael joined the firm after completing an undergraduate degree in chemical engineering with a minor in business and two summer internships with British Petroleum, one in Prudoe Bay, Alaska and the other in Chicago. While completing his undergraduate degree, he also lived in Seoul, Korea for two years, becoming fluent in Korean. Michael is a Certified Financial Planner professional and has completed the Chartered Financial Consultant® curriculum and passed all three Levels of the CFA program. Michael is FINRA Series 65 licensed and is a member of the National Association of Personal Financial Advisors and the Phoenix Chapter of the Financial Planning Association. Michael Rossi joined the firm in 2021 after completing a Bachelor of Science in Chemical Engineering. He also holds a Master of Investment Management and Financial Analysis from Creighton University and a Postgraduate Diploma in Financial Planning from New York University School of Professional Studies. He is a 2024 candidate for a Master of Taxation from the Charles Widger School of Law at Villa Nova University. Michael lived in Seoul, Korea for two years, becoming fluent in Korean while completing his undergraduate degree. Michael has completed the Chartered Financial Consultant® curriculum and passed Level I, Level II and Level III of the CFA® program.

Monique Pressley

Job Titles:
  • Member of the Shareholders and Senior Leadership Team
  • Education
  • Professional Accreditation
  • Senior Client Relationship Specialist
Monique joined the firm in 2016 as a Senior Client Relationship Specialist and today manages the firm's Client Services. She is a member of the Senior Leadership Team and Operating Committee. Monique received her Bachelor of Science in Business Administration from Appalachian State University. She has completed a CFP® Board-registered certification educational program to earn the CERTIFIED FINANCIAL PLANNER TM designation and the completed the Chartered Financial Consultant® curriculum. Monique Pressley joined the firm in 2016 as a Senior Client Relationship Specialist and manages the firm's Client Services. During her 20-year career in financial services, she has specialized in client relationship management at large financial institutions and mid-size investment advisory firms. Monique is an Accredited Investment Fiduciary®. Monique holds a Bachelor of Science in Business Administration from Appalachian State University, a Postgraduate Diploma in Financial Planning from New York University School of Professional Studies and has completed the Chartered Financial Consultant® curriculum. She serves on the wealth management team for every client.

Vincent Rossi

Job Titles:
  • Member of the Shareholders and Senior Leadership Team
  • CFP® Is the Founder of Intelligent Capitalworks, and President and Chief Investment Officer
  • Individual Member
Vincent Rossi CFP® is the founder of Intelligent Capitalworks, and President and Chief Investment Officer. He leads the retirement planning, investment management and estate planning for the firm's clients and has deep experience as a senior executive serving high net worth individuals and families. He leads the Senior Leadership and wealth management team for all clients. Vincent's career in the financial services industry has been distinguished by a broad foundation of knowledge and experience in the capital markets and wealth management. Prior to founding the firm in 2005, he was a Senior Vice President, Portfolio Manager and Trust Officer at Morgan Stanley and a Managing Director, Senior Investment Management Consultant and Portfolio Manager at US Bancorp Piper Jaffray. Prior to the development of his individual client practice, he served institutional clients, hedging and arbitraging U.S. Government securities from the trading floor of the Chicago Board of Trade for a primary dealer trading directly with the Federal Reserve System during the historic 1980's bear market in bonds. Vincent has been an individual member of one of the world's largest financial exchanges, The International Monetary Market Division of the Chicago Mercantile Exchange, where he traded exclusively for his own account. Vincent was in the S&P 500 futures trading pit on October 19, 1987, during the record 22 percent one-day stock market decline. During his career, Vincent has earned the following professional designations: CERTIFIED FINANCIAL PLANNER TM professional Chartered Life Underwriter® Certified Investment Management Analyst® Accredited Estate Planner® Certified Trust and Fiduciary Advisor Chartered Advisor in Philanthropy® Accredited Investment Fiduciary Analyst® Investment Advisor Core Compliance Certificate Series 65 Uniform Investment Advisor Law Examination Vincent Rossi CFP® has also passed Level I of the CFA program. He currently maintains his CERTIFIED FINANCIAL PLANNER TM certification. Vincent is FINRA Series 65 licensed and is a member of the National Association of Personal Financial Advisors and the Financial Planning Association. Vincent Rossi founded the firm in 2005 after a 19-year career as a senior executive with global financial services firms. His career has been distinguished by a broad foundation of knowledge and experience in the capital markets and wealth management, including individual membership on one of the world's largest financial exchanges. During his career, he has earned the following professional certifications: