Robert Rosado

Unified Managed Account Specialist

Rob Rosado is a unified managed account specialist in the Capital Markets Group at 1st Global, where he is responsible for reconciliation, execution of trades and management of Unified Choice accounts, offering advisors and their clients guidance on available investment managers and solutions. He began his career at the company in 2015 and appreciates the opportunity he has on a daily basis to assist advisors in ensuring their clients’ funds are managed and maintained properly.

Rob received his Bachelor of Science degree in marketing from West Chester University and became highly interested in financial services when he worked as an intern at an accounting firm for three years during college. He began his professional career at Vanguard, assisting with data entry and recordkeeping, and then worked in reconciliation administration and as a money manager support specialist at Pershing, LLC and as a risk analyst at First Command prior to joining 1st Global. In his current role, he takes pride in knowing he has the responsibility and knowledge to make sure the UMA platform runs smoothly. He has passed his FINRA Series 7, 63 and 66 exams.