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PFM Jonathan Rosner Bethesda MD

Jonathan Rosner

Vice President, Wealth Manager, Bethesda

Jonathan Rosner, Bethesda, is responsible for developing tailored service offerings for clients and implementing comprehensive investment and financial planning solutions at the Bethesda office of Goldman Sachs Personal Financial Management, within the Asset & Wealth Management business of Goldman Sachs. Jonathan enjoys connecting with clients at a personal level, understanding their unique goals and objectives, and providing them with the assistance that meets their specific needs. He additionally works with clients in defining streamlined strategies. In developing these strategies, Jonathan quarterbacks client affairs and coordinates efforts with accountants, estate planning attorneys, and other essential centers of influence that are integral to the plan.

Prior to joining Goldman Sachs Personal Finance Management, Jonathan gained experience on the investment side of the industry during the first six years of his career. As an institutional investment consultant at LCG Associates, he performed manager due diligence across all asset classes to identify strategic opportunities and top tier managers. Upon moving to the D.C. area in 2010, he joined Deutsche Bank Asset & Wealth Management where he worked directly with the U.S. Chief Investment Strategist. Jonathan analyzed trends in global economics, fiscal policy, monetary policy and capital markets to generate tactical investment ideas and the "house view" for the global branches. After laying a foundation of investment-based knowledge, Jonathan found his passion in helping and working directly with clients as an adviser in 2014. During his time at Convergent Wealth Advisors and Bronfman Rothschild, he gained experience as a financial planner with specific strengths in executive compensation, concentrated stock positions, and retirement planning.

Jonathan graduated with a Bachelor of Business Administration with a focus in Finance from Emory University's Goizueta Business school.

Outside of work, he enjoys playing sports, cooking, and spending time with family. As a Cleveland native, Jonathan is an avid fan of the Cavs, Indians and Browns.

United Capital Financial Advisers, LLC d/b/a Goldman Sachs Personal Financial Management (“GS PFM”) is a registered investment adviser and an affiliate of Goldman Sachs & Co. LLC and subsidiary of The Goldman Sachs Group, Inc., a worldwide, full-service investment banking, broker-dealer, asset management, and financial services organization. GS PFM does not provide legal, tax, or accounting advice. Clients should obtain their own independent legal, tax, or accounting advice based on their particular circumstances.

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