• Arthur Rosenberg

    Senior Vice President, Investments

With over 50 years of experience in the financial industry, Arthur offers extensive industry knowledge and honest, trusted guidance to help clients pursue their goals. 

He is responsible for creating our Multiple Family Office to provide the daily financial management necessary to support the needs of his Professional Athlete, Executive, Professional, and High Net Worth clients. 

Arthur enjoys the relationships he has cultivated over his many years in practice with the individuals and families he works with. 

His passion to enhance the quality of life for our clients through his integrity, service, and solid financial planning, is what launched our group and still motivates us to this day.

As an options writer, Arthur began his career in 1963 as a “Customer’s Man” with J.R. Williston & Bean.

Arthur took his title of “Customer’s Man” to heart.  “I believe,’ he said, ‘that the title continues to capture the focus on customer service required.”

Later that same year, he moved to Reynolds and Co., which became Dean Witter and ultimately Morgan Stanley. 

In 2006 he, along with his son Steven, left Morgan Stanley to bring their practice to Raymond James.  This move to Raymond James has allowed Steven and Arthur to augment their high level of service and support to our clients.  

Arthur graduated from the Wharton School of the University of Pennsylvania.  He served twice in the U.S. Army and passed the Certified Public Accountant exam in 1961.

Arthur lives in Solebury Township, outside of New Hope, Pennsylvania and continues to pursue his passion of flying.  He has recently flown solo to Cuba and Colorado, and has flown his plane across the Atlantic as far as Eastern Europe and North Africa.  He flies for business, pleasure and also as a volunteer pilot for Angel Flight, flying patients to and from treatment.