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Jean Rosenbaum, CFA

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Portfolio Management

Joining the Hotaling team in 2014, Jean brings more than a decade of analyst expertise to her role as a portfolio manager and over 20 years in the financial services industry.

Jean has managed several multi-billion dollar portfolios that have been recognized by Lipper and Morningstar.  Her success is anchored in securities research analysis, having risen through the ranks at BlackRock, Inc. to Managing Director where she helped to grow team assets substantially over ten years. Jean’s keen intuition and analytics allowed her to successfully forecast and navigate the financial crisis.

She completed her MBA at the University of Maryland and has a B.A. in history and economics from Duke. Jean is a Chartered Financial Analyst (CFA).

A native of the Philadelphia area, having grown up in Moorestown, New Jersey, Jean now resides in Delaware with her husband and three children. She serves on the board for the Center for Economic Education at University of Delaware, and belongs to the Junior League of Wilmington. Jean enjoys playing tennis competitively and is a member of the United States Tennis Association with a 3.5 ranking. When she is not on the soccer field sidelines or taxiing her children to practices, Jean and her family enjoy spending time at their Jersey shore beach house.

Jean Rosenbaum on LinkedIn

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