ABOUT CHARLES DE ROSE
Charles De Rose has enjoyed a distinguished career as a nationally
recognized financial advisor for the past 38 years.
Charles began his career in 1968 when he joined the Wall Street
financial planning firm of John A. Newman Associates, a division of
The National Life Insurance Company of Vermont. Charles’
responsibilities while with this firm were to help develop and
implement financial strategies designed to protect the estates of
high net worth individuals.
In 1972, Charles was invited to join the San Francisco office of A.J.
Groesbeck Financial Advisors. Their particular expertise included
the syndication of commercial and residential real estate properties
which were included in the investment portfolios of their high net
worth clientele. In 1978, Charles was invited to return to Wall
Street as a financial advisor for the investment banking firm, Bache
& Co., in their Special Accounts Department. Charles also served as
a financial advisor during this period with the investment banking
firm of L.F.Rothschild, Unterberg,Tobin at their Wall Street
headquarters office.
In the 1980’s, Charles joined the then 160 year old Wall Street
investment banking firm of Laidlaw, Adams and Peck,rising to
Senior Vice President & Director of Client Services. Charles was
also associated during this period with investment bankers Morgan,
Olmstead, Kennedy & Gardiner as a Senior Vice President and as a
financial advisor with Weatherly Private Capital in New York City.
In 1987, Charles De Rose, Inc. was registered as an Investment
Advisory firm with the Securities and Exchange Commission and
continues in that form today.
Charles was profiled nationwide in leading newspaper and magazine
publications for his not for profit work as financial advisor and
founding Treasurer of the internationally acclaimed Dance Theatre
of Harlem in New York City.
From 1990 to 2000 Charles hosted the “Financial Advisor Program”
which was syndicated nationally by the Business News Network.
Charles De Rose has enjoyed a distinguished career as a nationally
recognized financial advisor for the past 38 years.
Charles began his career in 1968 when he joined the Wall Street
financial planning firm of John A. Newman Associates, a division of
The National Life Insurance Company of Vermont. Charles’
responsibilities while with this firm were to help develop and
implement financial strategies designed to protect the estates of
high net worth individuals.
In 1972, Charles was invited to join the San Francisco office of A.J.
Groesbeck Financial Advisors. Their particular expertise included
the syndication of commercial and residential real estate properties
which were included in the investment portfolios of their high net
worth clientele. In 1978, Charles was invited to return to Wall
Street as a financial advisor for the investment banking firm, Bache
& Co., in their Special Accounts Department. Charles also served as
a financial advisor during this period with the investment banking
firm of L.F.Rothschild, Unterberg,Tobin at their Wall Street
headquarters office.
In the 1980’s, Charles joined the then 160 year old Wall Street
investment banking firm of Laidlaw, Adams and Peck,rising to
Senior Vice President & Director of Client Services. Charles was
also associated during this period with investment bankers Morgan,
Olmstead, Kennedy & Gardiner as a Senior Vice President and as a
financial advisor with Weatherly Private Capital in New York City.
In 1987, Charles De Rose, Inc. was registered as an Investment
Advisory firm with the Securities and Exchange Commission and
continues in that form today.
Charles was profiled nationwide in leading newspaper and magazine
publications for his not for profit work as financial advisor and
founding Treasurer of the internationally acclaimed Dance Theatre
of Harlem in New York City.
From 1990 to 2000 Charles hosted the “Financial Advisor Program”
which was syndicated nationally by the Business News Network.
| Charles De Rose, Inc. 3004 Old Bridgeview Lane Charleston, SC 29403 For immediate assistance, please contact Andria toll free at 800-678-3620 or 941-330-0182 |
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