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About
Rich Rosa is a Partner at Verdence Capital Advisors based in Cockeysville, MD, where he specializes in guiding ultra-high-net-worth individuals, families, and professional athletes through sophisticated wealth management and investment planning. As a key leader of Verdence/PRO, Rich directs advisory services for current and retired athletes, leveraging his deep expertise in sports and wealth management.
Drawing on a career that spans more than three decades, Rich previously served as Managing Director and Partner at Hightower/Kelly Wealth Management and spent over 20 years as a sports agent at Eastern Athletic Services, Inc. This unique background informs his ability to navigate the complex financial needs of clients in the sports and entertainment industries, with an emphasis on portfolio construction, estate planning, and multi-generational wealth strategies.
A Penn State University graduate, Rich Rosa is recognized for his expertise in private wealth solutions, particularly focusing on equities, alternative investments, and bespoke strategies for athletes and high-net-worth families. His leadership has contributed significantly to the development of tailored financial services that address the intersection of sports, wealth, and family legacy.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Verdence Capital Advisors | Partner | Jul 2017 to Present | — |
| Hightower/Kelly Wealth Management | Managing Director and Partner | Jun 2015 to Jul 2017 | — |
| Eastern Athletic Services, Inc. | Sports Agent | Jan 1993 to Jan 2015 | — |
Education
Penn State University
Skills & Expertise
Others at Verdence Capital Advisors LLC (5)
| Name | Role | Location |
|---|---|---|
| Partner | Lutherville-Timonium, MD , United States | |
M Meg Sheil-Puopolo | Partner | Baltimore, MD , United States |
N Nicholas Schiavone | Analyst | Perry Hall, MD , United States |
| Analyst | Naples, FL , United States | |
| Analyst | Cockeysville, MD , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
| Principal and Portfolio Manager | Cornerstone Advisory, LLC | Severna Park, MD , United States | |
| Portfolio Manager | Cornerstone Advisory, LLC | Cockeysville, MD , United States | |
A Andrew Schenker | Chief Investment Officer | Heritage Investors Management Corp. | Bethesda, MD , United States |
| Portfolio Manager | Heritage Investors Management Corp. | Bethesda, MD , United States |