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International Space Station

Harris Rosenheim, CFP, AWMA

Financial Advisor

Harris is a Financial Advisor with several years of experience as a CERTIFIED FINANCIAL PLANNER™ professional. He focusses on creating and implementing comprehensive financial plans for business owners and multi-generational families. Specifically, he assists his clients with:

·         Wealth building and/or preservation

·         Legacy and philanthropic design

·         Business succession and retirement planning

·         Cash flow management

·         Longevity planning, including long term care

·         Income, risk, and insurance management

·         Education planning and funding (children/grandchildren)

Harris began his career at UBS in 2015 as a Wealth Planning Associate. In this role, he collaborated with UBS advisors throughout New England to design and implement financial plans involving complex strategies and solutions to address a broad range of client needs and objectives. He distinguishes himself by his attention to detail and high quality output.

Prior to joining UBS, Harris had a successful career in academic fundraising and development. He holds a B.A. in economics from Connecticut College where he currently serves as Vice President of the Alumni Association Board of Directors and previously served as a member of their Board of Trustees. He also currently serves on the Board of Trustees and as President of the Alumni Association at The Fenn School in Concord, MA, and was the former Co-Chair of the Development Committee at Temple Shir Tikva. In his free time, he enjoys playing tennis, golf, and squash, along with skiing and running. Harris currently lives in Boston's Back Bay.

Registered States:
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • IL
  • MA
  • MD
  • ME
  • NC
  • NH
  • NM
  • NY
  • OR
  • PA
  • RI
  • TX
  • UT
  • VA
  • VT
  • WA

Education

  • B.A. in Economics, Connecticut College

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Accredited Wealth Management Advisor
One Post Office Square
35th floor
Boston, MA 02109
  • (617) 439-8024

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