Matthew H. Rosenberg CFA, CPA/PFS

President

Phone: (970) 773-5300
Mobile: (404) 295-6467
Fax: (970) 812-0360

Accomplishments & Awards

  • Named to National CPA Financial Literacy Commission (2019)
  • AICPA Outstanding Young CPA of the Year (2018)
  • Standing Ovation Award for Excellence in Personal Financial Planning (AICPA, 2018)
  • Received tenure as faculty at Colorado Mesa University, Finance/Accounting (2017)

Prior to founding RoseCap, Mr. Rosenberg was Managing Director with Jackson Oats Shaw Corporate Real Estate, a privately held real estate investment firm in Atlanta, GA, where he lead acquisitions, dispositions, and asset management. Mr. Rosenberg also previously served as Vice President with General Electric's Commercial Finance division. He started his career in investment banking, underwriting and syndicating leveraged loans and high yield bonds for Wachovia Securities in Charlotte, NC.

Mr. Rosenberg received his Masters degree in Accounting and Bachelor of Business Administration from The University of Texas, at Austin, where he was also a member of the 2002 National Championship baseball team.

Currently, Mr. Rosenberg serves on the board of directors for the GJ Chamber of Commerce, the STRiVE Foundation, Back the Badge, and the GJ Community Hospital Foundation. In 2017 he was awarded tenure as a professor of finance at Colorado Mesa University, located in Grand Junction, CO. His course offerings have included Fundamentals of Investments, Portfolio Management, Financial Strategy (MBA), International Finance, Risk Management, Accounting, and Corporate Finance. In his free time, he enjoys reading, competing in numerous sports, and spending time with his family.