Experience

Placing The Client At The Forefront Of Everything

Eric is passionate about delivering an exceptional wealth management experience. His vision for The Rosen Group has remained constant for more than 39 years and is defined by an unyielding focus on what’s best for his clients. Eric loves interacting with his clients and their families. With relationships that have lasted for two to three decades, the resulting dialogue is comprehensive and intimate.

The Rosen Group’s members have worked together for more than a quarter century, and the team includes Eric’s son Joe. This multigenerational practice operates more as a family than as a team united for a commercial enterprise. Eric believes that this cohesive nature translates to a superior client experience. He is proud to have built a practice that includes two Certified Financial PlannerTM (CFP®) professionals and a registered portfolio manager.

Eric began his managerial career in Manhattan, where he was the sales manager of a 100-person office. Hosting daily sales meetings gave him the confidence to speak publicly, while leading a large team taught him how to relate to individuals from all walks of life. That background served Eric well when he arrived in Princeton, where he oversaw the current office as Branch Manager.

Making A Difference

Eric is an active member of his synagogue, where he serves as board member and the Finance Chairman.

Outside The Office

Eric likes to say that he enjoys “the usual” pastimes, including golf, gardening and spending time with family.

Offering Skilled Planning and Personalized Investment Management

Joe’s commitment to his clients is demonstrated by the advanced designations he has earned in just a few years. He is a Certified Financial PlannerTM (CFP®) professional and one of the youngest certified Portfolio Managers at UBS. Joe joined his father, Eric, at The Rosen Group to help people pursue their financial goals and secure the future for their families. Because they are a multigenerational team, he and his colleagues understand the objectives and concerns of multigenerational families.

As the youngest financial advisor on the team, Joe is responsible maintaining existing client relationships, developing relationships with the next generation and growing the practice. He loves talking to clients and getting to know them and their families. His perspective enables him to bring a blend of time-tested principles and cutting-edge developments to his work. Joe takes pride in tailoring discretionary investment portfolios to suit individual needs.

Joe grew up around the financial services industry and always found it fascinating. He studied business administration with a focus in management and worked at Vanguard in Scottsdale, AZ after graduating from the University of Arizona. Joe worked as an analyst for a top team at UBS Private Wealth in Los Angeles before joining his father at The Rosen Group in 2018.

Making A Difference

Joe is an associate board member for City Year Philadelphia, which helps underserved youth by providing tutors and additional education to advance their careers.

Outside The Office

Born and raised in Bucks County, Joe now lives in Queen Village, Philadelphia with his wife, Samantha, daughter Sophie, and dog, Prim. Joe enjoys his morning workout classes, playing squash and watching sports. He is a big fan of the Philadelphia 76ers and the Eagles, as well as his alma mater Arizona Wildcats.

Coordination and Service For Your Full Financial Picture

Karen is a skilled, experienced and credentialed member of The Rosen Group at UBS. She plays a critical role as Team Administrator, supporting the efforts of two successful Financial Advisors. And she works closely with each client’s attorneys, CPAs and real estate agents to ensure smooth financial interactions among all of them. Karen is proud to be part of a multigenerational financial planning practice that helps clients prepare for their future and build their family legacy.

Clients depend on Karen to address every task that arises when managing wealth, from account paperwork to IRA rollovers to estate planning questions. She is dedicated to making sure that clients’ needs are being met and to lending emotional support. Karen loves the personal relationships that she and her colleagues develop with the families they serve. She often says that clients become friends and friends become clients.

Karen’s work is informed and enhanced by her training as a Certified Financial PlannerTM professional. She earned her CFP® in 2002 to allow her to better serve her clients and interact more effectively with their tax and legal advisors. This designation sets her apart from other client service and administrative professionals. Karen has been in the financial services business for nearly 25 years.

Outside of UBS

· Lives with her husband Steve, daughter Samantha, and two cats, Suki and Trixie

· Enjoys gardening and hiking

Providing Exceptional Client Service 

Mary Kate Conaghan (also known as MK) is a dedicated and personable Client Service Associate with a passion for building meaningful connections with clients. As the newest member of the team, she is committed to providing the best client experience, assisting clients with their needs, and ensuring their financial experience is seamless and supported every step of the way. MK looks forward to getting to know each client personally and becoming a trusted resource they can rely on.

MK recently graduated from Duquesne University in Pittsburgh. Her enthusiasm for learning and helping others is at the core of her approach. MK worked in the customer service industry for several years while attending college and possesses an engaging personality coupled with an inquisitive and determined mindset.

Outside The Office

MK is the youngest in her family. She has 3 older brothers, and a beloved shih tzu named Murphy. In her free time MK loves visiting her family in Ireland, listening to live music, seeing shows on Broadway, and watching soccer matches with her family.