Abigail Rosen

A team approach

Our people collaborate to deliver highly personalized service to you.

James J. Ciprich
James J. Ciprich
CFP®, MBA
Wealth Advisor
Christopher J. Cordaro
Christopher J. Cordaro
CFP®, CFA, MBA
Managing Partner, Chief Executive Officer, and Chief Investment Officer
Chadderdon O’Brien
Chadderdon O’Brien
CFP®, FRM
Wealth Advisor
Michael Pappachristou
Michael Pappachristou
CFP®
Analyst
James W. Reilly
James W. Reilly
CFP®, MBA
Partner and Wealth Advisor

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Abigail (Abby) Rosen is a CERTIFIED FINANCIAL PLANNER™ professional with over ten years of experience in the financial industry. Prior to her career in finance, Abby was an officer in the United States Navy. Abby is responsible for managing client relationships and coordinating all aspects of client service for the team. She graduated with a Bachelors of Arts from the College of the Holy Cross, and received a Master of Science in Financial Planning from Bentley University. She is the Treasurer of the New Jersey Psychological Association Foundation.

Abby lives in Harding with her husband Steve and two children. She enjoys spending time traveling, hiking, camping, and exploring New Jersey with her family. She is a novice gardener with a lot to learn but managed to grow an abundance of Jersey tomatoes last year.

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