PROFESSIONAL PROFILE
Michael Rosa is a Wealth Management Advisor in the Tysons Corner, Virginia office. In this capacity, Mike provides risk management and strategic portfolio services to individual, institutional, corporate and non-profit clients. Mike is experienced in all aspects of the investment process, from research and strategy through implementation and holds the Certified Investment Management Analyst (CIMA®) designation, awarded by the Investment Management Consultants Association and taught in conjunction with the Wharton School, University of Pennsylvania.
Mike is a graduate of the University of South Carolina where he earned a BS in International Studies and a Master in International Business. Mike has been with Merrill Lynch since 1998.
Mike is a patron member of the Finance and Administration Roundtable, an association dedicated to not-for-profit financial and administration professionals.