ROSE CAPITAL ADVISORS LLC
MIAMI BEACH, FLORIDA

ROSE CAPITAL ADVISORS LLC, MIAMI BEACH

Michael has been providing strategic investment advice and wealth management services for over 18 years. Prior to Founding Rose Capital Advisors, Michael spent over 7 years with Dominick & Dominick LLC, a firm with rich history and tradition dating back to 1870, and prior to that, with Wachovia (now Wells Fargo), where he spent several years working in their Private Client Group in New York City and Miami. During this time, he dealt with top-level executives from several of Wachovia’s key corporate banking clients. Michael also spent four years at another NYSE member firm in New York City, and opened that firm’s first international office in Toronto, Canada. Michael’s practice is reserved to an exclusive group of distinctive clients, comprised of High Net-Worth Individuals, Small Institutions, Professional Athletes, Entrepreneurs, Family Offices, and Non-Profit Foundations, with specific expertise in alternative investments such as Hedge Funds, Private Equity/Leveraged Buyouts, Venture Capital, Commodities/Managed Futures, Real Estate, and Timberland, totaling in excess of $1Billion of capital raised. As Head of Business Development for Rose Capital Advisors, Gareth Evans brings over 20 years of experience in the financial services industry and is responsible for identifying, initiating, and cultivating new strategic relationships worldwide, in order to grow and expand our brand. His specific areas of focus include: new client acquisitions (high net worth individuals, family offices and small institutions), exploring new alternative investment manager relationships, new advisor tuck-ins, and all public relations, social media, and marketing initiatives. Additionally, Gareth oversees and ensures a seamless on-boarding process for new clients and advisory teams as they integrate into the Rose Capital Advisors and Dynasty Financial Partners network. Prior to joining Rose Capital Advisors, Gareth spent nearly a decade working in the Private Client Group at Dominick & Dominick LLC., a firm with rich history and tradition dating back to 1870. Before that he worked for another fast growing NYSE member firm, where he helped expand it’s private client business as well as their fund of funds and venture capital activities. Gareth started his career at Julius Baer in New York City in 1993, where he worked on their foreign exchange, options and precious metals desks, as well as the spot forex overnight desk, which at that time was one of the only NYC based 24-hour trading desks on Wall St. He currently holds his Series 7 (General Securities Representative) and Series 66 (Uniform Combined State Law Examination). As Director of Operations, Mitch Romano is responsible for all back office logistics, client service, and interfacing with Pershing, our custodian. Prior to joining Rose Capital Advisors, Mitch worked with Michael for over 7 years at Dominick & Dominick. Mitch began his career in the financial services industry in 2000, working in the operations department at UBS Paine Webber, and then Morgan Stanley’s global wealth management division, where he worked his way up to complex service manager. David graduated from the University of Miami and attained a Bachelor of Business Administration degree in Finance and Accounting. Prior to joining Rose Capital Advisors, David served as a Business Development Officer at Trinity Management Partners where he was responsible for developing pitchbooks, analyzing client’s financial information, and interacting with prospects and clients. Michael has been providing strategic investment advice and wealth management services for over 18 years. Prior to Founding Rose Capital Advisors, Michael spent over 7 years with Dominick & Dominick LLC, a firm with rich history and tradition dating back to 1870, and prior to that, with Wachovia (now Wells Fargo), where he spent several years working in their Private Client Group in New York City and Miami. During this time, he dealt with top-level executives from several of Wachovia’s key corporate banking clients. Michael also spent four years at another NYSE member firm in New York City, and opened that firm’s first international office in Toronto, Canada. Michael’s practice is reserved to an exclusive group of distinctive clients, comprised of High Net-Worth Individuals, Small Institutions, Professional Athletes, Entrepreneurs, Family Offices, and Non-Profit Foundations, with specific expertise in alternative investments such as Hedge Funds, Private Equity/Leveraged Buyouts, Venture Capital, Commodities/Managed Futures, Real Estate, and Timberland, totaling in excess of $1Billion of capital raised. As Head of Business Development for Rose Capital Advisors, Gareth Evans brings over 20 years of experience in the financial services industry and is responsible for identifying, initiating, and cultivating new strategic relationships worldwide, in order to grow and expand our brand. His specific areas of focus include: new client acquisitions (high net worth individuals, family offices and small institutions), exploring new alternative investment manager relationships, new advisor tuck-ins, and all public relations, social media, and marketing initiatives. Additionally, Gareth oversees and ensures a seamless on-boarding process for new clients and advisory teams as they integrate into the Rose Capital Advisors and Dynasty Financial Partners network. Prior to joining Rose Capital Advisors, Gareth spent nearly a decade working in the Private Client Group at Dominick & Dominick LLC., a firm with rich history and tradition dating back to 1870. Before that he worked for another fast growing NYSE member firm, where he helped expand it’s private client business as well as their fund of funds and venture capital activities. Gareth started his career at Julius Baer in New York City in 1993, where he worked on their foreign exchange, options and precious metals desks, as well as the spot forex overnight desk, which at that time was one of the only NYC based 24-hour trading desks on Wall St. He currently holds his Series 7 (General Securities Representative) and Series 66 (Uniform Combined State Law Examination).

KEY FACTS ABOUT ROSE CAPITAL ADVISORS LLC

Company name
ROSE CAPITAL ADVISORS LLC
Status
Active
Filed Number
L12000136372
FEI Number
46-1271375
Date of Incorporation
October 26, 2012
Age - 12 years
Home State
FL
Company Type
Florida Limited Liability

CONTACTS

Website
http://rosecapitaladvisors.com
Phones
(305) 748-6200

ROSE CAPITAL ADVISORS LLC NEAR ME

Principal Address
119 WASHINGTON AVENUE,
MIAMI BEACH,
FL,
33139,
US

See Also

Officers and Directors

The ROSE CAPITAL ADVISORS LLC managed by the one person from MIAMI BEACH on following positions: Mana

Michael J Rose

Position
Mana Active
From
MIAMI BEACH, 33139





Registered Agent is Michael J Rose

From
MIAMI BEACH, 33139

Annual Reports

2023
April 25, 2023
2022
January 13, 2022