Chris David Rosenthal

Chris Rosenthal is a pro in terms of designing marketing material used in portfolio reviews for existing as well as prospective client presentations.

Chris David Rosenthal possesses a great bonding with all of his clients and he has overseen all the clients’ relationships.

Chris Rosenthal possesses exceptional presentation skills through which he puts forward the firm’s investment approach, client performance, current client holdings and credit analysis to high net worth clients and professional partnerships.

Chris David Rosenthal has also served as a senior vice president, regional institutional sales, UBS Financial Services, Inc., Pepper Pike, OH for almost 16 years. In addition to it, he also formed and executed a Fixed Income sales team of three that catered to Tier 1, 2 and 3 accounts as well as HNW individuals.

Chris Rosenthal is also involved in the construction of new portfolios and deconstruct inherited municipal bond portfolios. Moreover, he also manages and executes short and long term customized portfolio strategies in order to properly perform in all interest rate scenarios.