![Thomas Rozman](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Thomas Rozman
Chief Investment Officer bei
Simplicity Wealth LLC
Profil
Mr. Thomas J.
Rozman is a Chief Investment Officer at Simplicity Wealth LLC.
Mr. Rozman was previously employed as a Partner & Chief Investment Officer by Simplicity Solutions LLC and a Vice President-Sales by DST Brokerage Solutions LLC.
He received his undergraduate degree from Boston College and an MBA from The University of Chicago.
Aktive Positionen von Thomas Rozman
| Unternehmen | Position | Beginn |
|---|---|---|
Simplicity Wealth LLC
 Simplicity Wealth LLC Investment ManagersFinance Simplicity Wealth offers a series of diversified, institutional-quality portfolios that are structured towards select investment goals and preferences. The firm seeks to deliver optimal total return through an actively managed, unconstrained investment approach. They aim to remain extensively diversified across traditional and specialized investment types. | Chief Investment Officer | 01.01.2022 |
Ehemalige bekannte Positionen von Thomas Rozman
| Unternehmen | Position | Ende |
|---|---|---|
Simplicity Solutions LLC
 Simplicity Solutions LLC Investment ManagersFinance Simplicity Solutions creates investment strategy that is consistent with the client’s goals, objectives and financial situation. | Präsident | 01.09.2021 |
DST Brokerage Solutions LLC
 DST Brokerage Solutions LLC Investment Banks/BrokersFinance Provide designed solutions to fit the needs of broker-dealers, enabling fully integrated, seamless communications between fellow broker-dealer desktops, back offices and asset management platforms | Vertrieb & Marketing | 01.06.2016 |
Ausbildung von Thomas Rozman
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
2
Beziehungen ersten Grades
5
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 5 |
|---|---|
Boston College
 Boston College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The University of Chicago
 The University of Chicago Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
DST Brokerage Solutions LLC
DST Brokerage Solutions LLC Investment Banks/BrokersFinance Provide designed solutions to fit the needs of broker-dealers, enabling fully integrated, seamless communications between fellow broker-dealer desktops, back offices and asset management platforms | Finance |
Simplicity Solutions LLC
Simplicity Solutions LLC Investment ManagersFinance Simplicity Solutions creates investment strategy that is consistent with the client’s goals, objectives and financial situation. | Finance |
Simplicity Wealth LLC
Simplicity Wealth LLC Investment ManagersFinance Simplicity Wealth offers a series of diversified, institutional-quality portfolios that are structured towards select investment goals and preferences. The firm seeks to deliver optimal total return through an actively managed, unconstrained investment approach. They aim to remain extensively diversified across traditional and specialized investment types. | Finance |
