ROSENBAUM FINANCIAL, INC. of PORTLAND, OR is an SEC-registered investment adviser (CRD 173805). Regulatory assets under management: $418.5M.
| Name | Role | Location |
|---|---|---|
| ROSENBERG LAURA SUE | MANAGING PRINCIPAL/SHAREHOLDER; MANAING PRINCIPAL/SHAREHOLDER | — |
| DADDIO ANDREW | CHIEF OPERATING OFFICER | — |
| ROSENBAUM MARK PHILLIP | PRESIDENT AND SHAREHOLDER; PRESIDENT, SHAREHOLDER, CHIEF COMPLIANCE OFFICER | — |
| CAMPBELL MEGAN ROSE | CHIEF COMPLIANCE OFFICER | — |
| FIALA LAUREN CATHERINE | CHIEF ADMINISTRATIVE OFFICER; CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER AND CHIEF ADMINISTRATIVE OFFICER | — |
| BARRETTO IVAN BEAU LION | CHIEF COMPLIANCE OFFICER | — |
| MATTHIES MEGAN ROSE | CHIEF COMPLIANCE OFFICER | — |
| BASDEN JANA GAY | CCO; VP INVESTMENTS AND PORTFOLIO MANAGEMENT | — |