Experts in Wealth management

Top 5 experts
James Rosebush
James Rosebush

Washington, DC | [email protected]|Reagan White House Official|Bestselling Author|Speaker|Coach

James Rosebush is a widely recognized leader in building and managing corporate and philanthropic organizations and serving as the outsourced CEO for wealthy individuals, families, and family offices. For over twenty years he has been CEO of an international consulting firm, GrowthStrategy, Inc. advising on management strategies, finance and wealth management, marketing, and communications, throughout the world. He pioneered a holistic approach to organizational consulting which has resulted in measurable growth in earnings or assets under management for corporate clients. GrowthStrategy... Read more
Todd Schuster
Todd Schuster

Utica, MI | Financial Consultant at QOLity Financial

Registered General Securities Representative Series 7, 63 and 65 Property & Casualty, and Life, Accident and Health Insurance Licenses Advise clients through proactive retirement distribution planning with focus on risk management thru portfolio diversification and protection planning. • Focus: retirement income streams, tax planning and risk management • Assist clients with determining income distribution strategies, lifestyle needs, pension maximization approaches and spending timelines for pending retirement • Analyze and recommend adequate protection strategies for... Read more
Stephen Kent
Stephen Kent

Scottsdale, AZ | Principal at Metis Value Partners, LLC

A consulting practice was established in 2007 following Steve's retirement after a career spanning five decades. During this period, Steve developed a well-earned reputation as a clear, independent thinker who brought reason and good judgment to the analysis of the economy and the capital markets. His present consulting practice serves the varying needs of high net worth investors, financial planners, investment managers as well as attorneys and accountants.,... Read more
Craig Iskowitz
Craig Iskowitz

East Brunswick, NJ | Strategy Consultant in Wealth Management & Industry Thought Leader

I am a strategic advisor to CEOs and their leadership teams, but I also love getting my hands dirty on technology projects. As the CEO of a consulting firm, I am continually being challenged to overcome obstacles and think outside the box to stay successful. As a seasoned professional with a strong operational skill set, I combine the abilities to think strategically and execute tactically. I am an expert in financial systems software and I know what is required to design, build, market, sell and support wealth management products & services. With hands-on experience managing customer... Read more
James McIntosh
James McIntosh

Richmond, VA | CEO & President of 30 year old wealth management firm (+$700m under management), consultant and executive coach since 1990

I am currently the CEO and President of a 30 year old wealth management firm with over $700m under management. My contract enables me to continue with limited new executive coaching. I continue to serve existing clients and organizations -- some have been clients for more than 10 years and counting. Every since I became involved in strategic planning in the early 1980s, my focus has been on effectiveness and outcomes that matter. Hence my key coaching question: can I help this leader or executive become even more effective? I focus on 4 main areas, based on the MESS many executives find... Read more