ROSSO FINANCIAL GROUP - Key Persons
Andy firmly believes that through education and guidance, he helps his clients move in the right direction. He keeps them on track and ultimately helps them pursue their specific financial goals.
An industry veteran, Andy has over 27 years of experience in financial services. Prior to joining Rosso Financial Group, he worked for Wells Fargo Securities for 15 in the role of Director of Securities Lending. He was also the Senior Desk Manager which included responsibilities in Delta One Trading, Securities Lending, EFT Creation and Redemption, Syndicate and Origination, Swaps and Prime Brokerage business lines. Andy holds the Series 7 and 65 FINRA securities licenses with Cetera Advisor Networks.
Andy lives in North Carolina, with his wife, Tara, and their sons, Brendan and Ryan.
A born leader with an entrepreneurial spirit, Anthony is CEO and founder of Rosso Financial Group. He manages the relationships with our broker/dealer and clearing firm along with all operations and compliance. He is involved with business development, day to day operations and client cultivation. In addition to these responsibilities, he is a seasoned equity investor and is an integral part of the portfolio management team and the Investment Committee.
Anthony started his career at Morgan Stanley and Wachovia. He holds the Series 7, 24, 63 and 65 licenses with Cetera Advisor Networks.
Not only client-focused, Anthony is focused on his community. He likes to help people and --- he likes to get his clients involved! At the annual holiday party, he organizes a toy drive by asking each invited guest to bring a toy to the party. This effort has helped Toys for Tots and the Children's Hospital of Philadelphia. He combines his passions for physical fitness and the balance of mind, body and soul with his desire to help others. Anthony participated in the one and only NJ/NY Ironman competition. He trained six days a week for eight months and raised funds for cancer research through The Team in Training Leukemia and Lymphoma Society. He also participates in the annual Tunnel to Towers Foundation run.
In his spare time, Anthony is an avid reader; always on the lookout for the next great idea or his next great read.
Born and raised in Soho, New York City, he attended Cathedral Prep High School, Baruch College and John Jay College of Criminal Justice. He is currently a member of St. Leo the Great church. Anthony and his wife, Jennifer, live in Lincroft with their three children.
Job Titles:
- Senior Portfolio Manager & Senior Investment Consultant
Brad's goal is to increase his clients' wealth in a responsible manner. Passionate about the financial services industry since college, Brad now has over 30 years of experience as a professional portfolio manager.
Brad was a securities analyst and portfolio manager at Miller, Anderson & Sherrerd, Morgan Stanley and Fox Asset Management where he was also Director of Research. His entire career has focused on value investing, with an emphasis on earnings and cash flow. With his value-based investing strategy at the forefront, Brad is now responsible for research, customization and implementation of client's investments. He gives clients personal attention while understanding what their needs and goals are.
Brad earned a BA in Applied Mathematics from the University of Pennsylvania and and MBA from the Wharton School. He is also a Chartered Financial Analyst and holds Series 7 and 66 securities registrations with Cetera Advisor Networks.
In his spare time, Brad enjoys cooking and volunteering with the Boy Scouts where he was a Scoutmaster for five years. He is a member of St. Mary's Church, Colts Neck, NJ. Brad and his wife, Rosemary, have been married for 30 years and have three daughters and one son.
Job Titles:
- Chamber of Commerce, Board Member
Job Titles:
- Senior Advisor
- Financial Advisor With the
Leslie Curran is a seasoned Financial Advisor with the Rosso Financial Group, having worked as part of the group for over eight years. Whether seeking financial freedom for yourself, your family, and/or your business, Leslie educates her clients at every stage of life to make the right decisions for their wealth. Her approach to financial planning is based on seeking the right solutions to fit her client's needs in the form of retirement planning, insurance strategy, investment management and estate planning amongst others. Leslie is focused on educating her clients along the journey, so they are confident in the solutions that are being tailored to their specific needs.
Leslie holds the Series 7, 66 securities registrations, Life, Long Term Care and Disability Insurance licenses. Prior to Rosso Financial Group, Leslie had a robust sales career receiving multi-year award recognitions while at Lexis/Nexis and was a key sales associate in the Credit Derivatives division during her time at Tradition North America.
Leslie works as part of a team with over 30 years' experience as strategic advisors to everyday individuals. With the support of the Rosso Group, Leslie has access to resources in new business operations, technology, marketing, and compliance along with a team of experienced advisors who can assist with any financial issue a client is facing.
Leslie graduated from Villanova University with a degree in Economics. She is an active community member in her hometown of Fair Haven, N.J. and supports many local non-profit organizations including Stephy's Place, Monmouth Arts and The Fair Haven Historic Association in addition to the Villanova Club of the Jersey Shore. Health and wellness are a personal passion of Leslie's, and she holds a certification in Nutrition from the Institute of Integrated Nutrition, New York City.
As a mother of four adult children, Leslie knows the importance of education and independence- which she has not only instilled in her children, but in her clients as well.
As a mom of four children and a professional woman, Leslie draws from her own experiences to help her clients. She knows the importance of education and independence -which she has not only instilled in her children, but in...
Sean uses his vast knowledge and experience to analyze his clients in a broad and comprehensive way. He truly believes he can make a difference in the lives of his clients with creative ideas that help people get the most out the...