Mark Rosenbaum’s roots in the wealth management industry and in helping clients achieve their financial goals run deep with almost 45 years of experience in life insurance, financial planning, and investment management. He has a broad understanding of planning and strategies necessary for his business and individual clients. He routinely addresses inter-generational planning, retirement income planning, charitable giving, and estate and income tax planning as keys parts to any investment program. He is versed in closely held businesses and their need for proper incentive plans, tax planning, and significant succession planning.
As Team Lead and Wealth Manager, Mark uses his extensive experience to oversee our Portland office and work with our clients. Mark takes a comprehensive approach to planning, investing, and wealth management to give clients confidence in their future. In addition to developing fully integrated, efficient plans, he helps clients seeking to diversify their holdings through alternative investment opportunities in private markets, such as private equity, real estate investment trusts (REITs), private real estate, emerging markets, and special high-yield opportunities.
His favorite part of working with clients is engaging in detailed conversations to uncover personal and financial concerns, motivations, and long-term goals. By asking challenging questions and diligently reviewing the existing portfolio, Mark often uncovers risk, tax, or estate sensitivities that outside advisors have missed.
He believes in the importance of community service and has chaired many important organizations in our community including Multnomah County Commission on Children and Families, Portland Development Commission, and the Portland State University Foundation. He currently sits on the boards of Hillsboro Medical Center (formerly Tuality Community Hospital), and Camp Rosenbaum.