About
A Different Kind
of Advisory Firm
Insights — thoughtfully developed and carefully
applied — are what drive and empower
confident decisions. maintaining policy aligned
to mission,risk, and spending needs.
FOUNDER'S LETTER
FOUNDER'S LETTER
FOUNDER'S LETTER
A word from David Rosenthal, Founder
A word from David Rosenthal, Founder
I’ve spent over 25 years advising associations and nonprofit institutions on
investment governance and portfolio strategy. Over time, that experience has
also shaped the way I work with families and individuals who value the same
level of discipline and clarity in their own investment decisions.
Successful investing isn’t just about markets. Investment committees — and
families stewarding significant wealth — want outcomes aligned with their
expectations, and clarity around how and why their portfolios behave the way
they do at any point in time.
Performance matters to every investor. But so does confidence in the structure
behind their investments — and in the process that supports decision-making.
Whether serving a board or working directly with a family, my role is to bring
perspective to the room, explain trade-offs clearly, and help ensure decisions
are made with discipline rather than emotion.
We cannot predict performance. What we can provide is a steady framework
for thoughtful decision-making. If you value clarity, candor, and judgment
grounded in experience, I would welcome a conversation.
insight
Insights — thoughtfully developed
and carefully applied — are what drive and empower confident decisions. maintaining policy aligned to mission, risk, and spending needs.
OUR team
OUR team
OUR team
AC
Andrea Calabrese — Client Service Associate
Andrea brings fifteen years of financial services experience to her role at Rose Group, with a background that includes operations and client support at Pershing and Royal Alliance. That foundation gave her a deep understanding of how institutional client relationships are built and maintained — the attention to detail, the responsiveness, and the consistency that clients depend on. At Rose Group, Andrea focuses on ensuring that every aspect of the client experience is handled with professionalism and care, from reporting and meeting preparation to day-to-day communications. She takes genuine pride in the quality of her work and in being a reliable presence for the clients she serves.
AC
Andrea Calabrese — Client Service Associate
Andrea brings fifteen years of financial services experience to her role at Rose Group, with a background that includes operations and client support at Pershing and Royal Alliance. That foundation gave her a deep understanding of how institutional client relationships are built and maintained — the attention to detail, the responsiveness, and the consistency that clients depend on. At Rose Group, Andrea focuses on ensuring that every aspect of the client experience is handled with professionalism and care, from reporting and meeting preparation to day-to-day communications. She takes genuine pride in the quality of her work and in being a reliable presence for the clients she serves.
AC
Andrea Calabrese — Client Service Associate
Andrea brings fifteen years of financial services experience to her role at Rose Group, with a background that includes operations and client support at Pershing and Royal Alliance. That foundation gave her a deep understanding of how institutional client relationships are built and maintained — the attention to detail, the responsiveness, and the consistency that clients depend on. At Rose Group, Andrea focuses on ensuring that every aspect of the client experience is handled with professionalism and care, from reporting and meeting preparation to day-to-day communications. She takes genuine pride in the quality of her work and in being a reliable presence for the clients she serves.
KI
Kevin Iacono — Client Service Associate
Kevin brings more than ten years of financial services experience to his role at Rose Group, with a background rooted in operations and client service at a large broker-dealer. That experience gave him a thorough understanding of how investment accounts function at every level — knowledge he brings directly to the client relationships he supports. At Rose Group, Kevin is focused on delivering responsive, personalized service to every client, ensuring that needs are addressed promptly and that the day-to-day experience of working with the firm reflects the same standard of care that defines the advisory work itself.
KI
Kevin Iacono — Client Service Associate
Kevin brings more than ten years of financial services experience to his role at Rose Group, with a background rooted in operations and client service at a large broker-dealer. That experience gave him a thorough understanding of how investment accounts function at every level — knowledge he brings directly to the client relationships he supports. At Rose Group, Kevin is focused on delivering responsive, personalized service to every client, ensuring that needs are addressed promptly and that the day-to-day experience of working with the firm reflects the same standard of care that defines the advisory work itself.
KI
Kevin Iacono — Client Service Associate
Kevin brings more than ten years of financial services experience to his role at Rose Group, with a background rooted in operations and client service at a large broker-dealer. That experience gave him a thorough understanding of how investment accounts function at every level — knowledge he brings directly to the client relationships he supports. At Rose Group, Kevin is focused on delivering responsive, personalized service to every client, ensuring that needs are addressed promptly and that the day-to-day experience of working with the firm reflects the same standard of care that defines the advisory work itself.
AB
Andrew Beatty — Chief Investment Officer
Andrew leads the integrated CIO function at Rose Group, providing investment research leadership, portfolio construction oversight, and portfolio risk analysis. His role ensures that investment decisions are grounded in institutional-quality analytical process. Andrew works directly with David on every client portfolio on a continuous basis, bringing research depth and investment discipline that complement the client advisory work at the center of each engagement.
AB
Andrew Beatty — Chief Investment Officer
Andrew leads the integrated CIO function at Rose Group, providing investment research leadership, portfolio construction oversight, and portfolio risk analysis. His role ensures that investment decisions are grounded in institutional-quality analytical process. Andrew works directly with David on every client portfolio on a continuous basis, bringing research depth and investment discipline that complement the client advisory work at the center of each engagement.
AB
Andrew Beatty — Chief Investment Officer
Andrew leads the integrated CIO function at Rose Group, providing investment research leadership, portfolio construction oversight, and portfolio risk analysis. His role ensures that investment decisions are grounded in institutional-quality analytical process. Andrew works directly with David on every client portfolio on a continuous basis, bringing research depth and investment discipline that complement the client advisory work at the center of each engagement.
SU
Sai Uppalari — Senior Analyst
Sai supports the investment team with data analysis, performance reporting, manager research, and market monitoring. His analytical work is integrated into every client relationship and underpins the quality of quarterly reporting, liquidity modeling, and investment recommendations.
SU
Sai Uppalari — Senior Analyst
Sai supports the investment team with data analysis, performance reporting, manager research, and market monitoring. His analytical work is integrated into every client relationship and underpins the quality of quarterly reporting, liquidity modeling, and investment recommendations.
SU
Sai Uppalari — Senior Analyst
Sai supports the investment team with data analysis, performance reporting, manager research, and market monitoring. His analytical work is integrated into every client relationship and underpins the quality of quarterly reporting, liquidity modeling, and investment recommendations.
OUR PRINCIPLES
OUR PRINCIPLES
OUR PRINCIPLES
The Values Behind Every Recommendation
1
Clarity Over Complexity
We believe investment decisions should be transparent and understandable. Complex strategies must serve a clear purpose aligned with your goals.
1
Clarity Over Complexity
We believe investment decisions should be transparent and understandable. Complex strategies must serve a clear purpose aligned with your goals.
1
Clarity Over Complexity
We believe investment decisions should be transparent and understandable. Complex strategies must serve a clear purpose aligned with your goals.
2
Discipline Through Markets
Markets move. Emotions rise and fall. Our role is to bring steady judgment and process when it matters most—through both calm and volatile periods.
2
Discipline Through Markets
Markets move. Emotions rise and fall. Our role is to bring steady judgment and process when it matters most—through both calm and volatile periods.
2
Discipline Through Markets
Markets move. Emotions rise and fall. Our role is to bring steady judgment and process when it matters most—through both calm and volatile periods.
3
Independence & Objectivity
As an independent advisory firm, we offer objective recommendations focused solely on your best interests.
3
Independence & Objectivity
As an independent advisory firm, we offer objective recommendations focused solely on your best interests.
3
Independence & Objectivity
As an independent advisory firm, we offer objective recommendations focused solely on your best interests.
4
Long-Term Perspective
We structure portfolios for the decades ahead, not the headlines of today. Success is measured over full market cycles, not quarterly statements.
4
Long-Term Perspective
We structure portfolios for the decades ahead, not the headlines of today. Success is measured over full market cycles, not quarterly statements.
4
Long-Term Perspective
We structure portfolios for the decades ahead, not the headlines of today. Success is measured over full market cycles, not quarterly statements.
5
Partnership & Trust
Strong advisory relationships are built on candor, communication, and mutual respect. We work alongside you as a trusted partner, not a distant vendor.
5
Partnership & Trust
Strong advisory relationships are built on candor, communication, and mutual respect. We work alongside you as a trusted partner, not a distant vendor.
5
Partnership & Trust
Strong advisory relationships are built on candor, communication, and mutual respect. We work alongside you as a trusted partner, not a distant vendor.
6
Fiduciary Commitment
We serve as fiduciaries to our clients, holding ourselves to the highest standards of care, loyalty, and prudence in every recommendation we make.
6
Fiduciary Commitment
We serve as fiduciaries to our clients, holding ourselves to the highest standards of care, loyalty, and prudence in every recommendation we make.
6
Fiduciary Commitment
We serve as fiduciaries to our clients, holding ourselves to the highest standards of care, loyalty, and prudence in every recommendation we make.
Ready to start a conversation?
If you are evaluating investment advisory services for your institution or your own portfolio, we would welcome the opportunity to speak with you. There is no obligation — just a direct conversation about your situation and whether Rose Group is the right fit.
Ready to start a conversation?
If you are evaluating investment advisory services for your institution or your own portfolio, we would welcome the opportunity to speak with you. There is no obligation — just a direct conversation about your situation and whether Rose Group is the right fit.
Ready to start a conversation?
If you are evaluating investment advisory services for your institution or your own portfolio, we would welcome the opportunity to speak with you. There is no obligation — just a direct conversation about your situation and whether Rose Group is the right fit.
Contact:
© 2026 Rose Group. All rights reserved.
Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
For more information see LPL Form CRS.
Contact:
© 2026 Rose Group. All rights reserved.
Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
For more information see LPL Form CRS.
Contact:
© 2026 Rose Group. All rights reserved.
Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
For more information see LPL Form CRS.