Michael Rose

Michael Rose is currently the Director at Cerulli Associates. Prior to that, they were a Senior Financial Advisor at Modera Wealth Management from August 2016 to December 2018. In this role, they led the delivery of comprehensive wealth management services to a large number of the firm's high-net-worth retail investor clients. Services included investment management, income tax planning, estate planning, retirement planning, executive compensation planning, and more. Michael also served key roles within the organization, including serving on the firm's financial planning committee.

Prior to Modera Wealth Management, Michael worked as a Financial Advisor at Proctor Financial, Inc. from January 2011 to August 2015. In this role, they supported a team of senior wealth management executives by creating personal financial plans and performing other financial analysis and research necessary to support client needs. Michael also supervised the firm's income tax preparation services and served as the firm's subject-matter-expert on personal income tax planning. Additionally, they served as an instructor at the firm’s educational workshops.

Before Proctor Financial, Inc., Michael was a Research Analyst - Infrastructure Software at IDC from May 2005 to February 2010.

Michael Rose has a Master of Science in Taxation from Bentley University - McCallum Graduate School of Business, a Graduate Certificate in Financial Planning from Bentley University - McCallum Graduate School of Business, and a Bachelor of Science in Finance from Bentley University.

Michael Rose works with Daniil Shapiro - Director, Michele Giuditta - Director, and John Mckenna - Research Analyst. Michael Rose reports to Bing Waldert, Managing Director, U.S. Research.