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Daniel Rosone is a Vice President, Investment Strategy Analyst with SVB Private in New York. As part of the portfolio management team, he serves clients and advisor colleagues by providing investment advice, developing customized portfolios and designing asset allocation solutions with a goal of helping clients compound wealth over the long-term. Daniel enjoys the ever-changing dynamics of the investment landscape and, through his work, he believes that building long-term relationships with clients provides them with financial freedom to focus on other parts of their professional and personal lives. He is passionate about providing clients with specific, tailored investment strategies and integrating their constantly shifting balance sheets with the full capabilities of the private bank’s investment platform.
Prior to his time at SVB, Daniel served as a portfolio manager for AJ Wealth in New York, a $2.5 billion registered investment adviser and multifamily office, where he was responsible for firmwide portfolio construction and security selection for public and private markets, as well as client-specific asset allocation and advisory services. Earlier in his career, he held roles as an operations associate and investment analyst, gaining a broader understanding of the operational and advisory services in the wealth management space.
Daniel earned a bachelor’s degree with dual majors in finance and information management and technology from Syracuse University. He is a Chartered Financial Analyst® (CFA®) charterholder, and a member of the CFA Society of New York.
Daniel is proud to call New York City home.
The person named an investment adviser representative of SVB Wealth LLC (an SEC registered investment adviser). adviserinfo.sec.gov
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