Rose Sepanak

As a Client Relationship Manager, Rose serves as a trusted point of contact for clients, building strong, long-term relationships and ensuring a high level of service throughout their investment journey. With a client-first approach, Rose works closely with individuals, families, and institutional partners to understand their needs, coordinate resources, and provide clear, responsive communication.

Rose partners with the investment and advisory teams to help clients stay informed, supported, and confident in their financial strategy. Known for professionalism, responsiveness, and attention to detail, Rose is committed to delivering an exceptional client experience and fostering relationships built on trust and transparency.
Rose brings 11 of experience in financial services and graduated magna cum laude from Walsh College with a degree in Business Management.

Outside of work, Rose enjoys spending time with her friends and family and giving back to her community by volunteering at her son’s school and serving as a team mom for his flag football team."