Profile
Mr. Brad S.
Rosenberg is a Managing Director & Director of Research at Overbrook Management Corp.
Prior to joining Overbrook Management, he was a Vice President at Moab Partners.
Before joining Moab in 2011, Mr. Rosenberg was an equity analyst at MSD Capital, L.P., where he analyzed private and public investments across the energy sectors.
From 2003 through 2010, he was a senior analyst at OSS Capital Management where he was a core member of the investment team.
From 1999 to 2003, Mr. Rosenberg worked at Bear, Stearns & Co. as an analyst in the high yield research and merchant banking groups.
Mr. Rosenberg holds a BS from The Wharton School, University of Pennsylvania, and graduated Summa Cum Laude with majors in Finance and Accounting.
Former positions of Brad Steven Rosenberg
| Companies | Position | End |
|---|---|---|
OSS Capital Management LP
 OSS Capital Management LP Investment ManagersFinance OSS Capital Management LP is an independent hedge fund manager headquartered in New York City. The firm was founded in 2001 by Oscar S. Schafer and Andrew J. Goffe. They manage assets of financially sophisticated clients. | Analyst-Equity | - |
Bear, Stearns & Co., Inc.
 Bear, Stearns & Co., Inc. Investment Banks/BrokersFinance Bear, Stearns & Co., Inc. is a global investment banking, securities trading and brokerage firm located in New York City with additional offices in Dallas, Boston and San Francisco. The firm is a subsidiary Bear Sterns Cos., Inc. (NYSE: BSC). Their equity research team consists of senior analysts located throughout the world. In addition to domestic coverage, they have research teams focusing on Latin America, Asia and Europe. The analysts use a bottom-up approach to stock selection. The Bear Stearns fixed-income research department provides coverage of every sector of the fixed-income universe. The financial analytics and structured transactions group (F.A.S.T) provides investment research, fixed-income portfolio management and analytical systems, trading technology and general financial expertise. The group also provides a broad range of services to financial institutions including asset-liability management, balance sheet restructuring, receivables-based financing analysis, security and portfolio analysis, peer analysis, and historical and real-time market-based information. | Corporate Officer/Principal | - |
Overbrook Management Corp.
 Overbrook Management Corp. Investment ManagersFinance Overbrook Management Corp. is a privately-owned wealth management firm and SEC-registered investment advisor headquartered in New York City. The firm was founded in 1946 by the late Frank Altschul to manage and protect the wealth and financial well-being of the Altschul Family. In 2002, they became a wealth management firm and family office to outside investors. Overbrook Management provides investment advisory services to high net-worth individuals and institutional clients, including pension plans, trusts, charitable organizations, foundations, corporations, other business entities, and unregistered investment vehicles. | Director of Research - Equity | - |
DFO Management /Private Equity/
 DFO Management /Private Equity/ Investment ManagersFinance DFO Management /Private Equity/ (DFO) is a private equity subsidiary of MSD Capital Management LLC founded in 1998 by Glenn Robert Fuhrman and John Cartwright Phelan. The firm is headquartered in New York. | Private Equity Analyst | - |
Training of Brad Steven Rosenberg
| University of Pennsylvania | Undergraduate Degree |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
OSS Capital Management LP
OSS Capital Management LP Investment ManagersFinance OSS Capital Management LP is an independent hedge fund manager headquartered in New York City. The firm was founded in 2001 by Oscar S. Schafer and Andrew J. Goffe. They manage assets of financially sophisticated clients. | Finance |
DFO Management /Private Equity/
DFO Management /Private Equity/ Investment ManagersFinance DFO Management /Private Equity/ (DFO) is a private equity subsidiary of MSD Capital Management LLC founded in 1998 by Glenn Robert Fuhrman and John Cartwright Phelan. The firm is headquartered in New York. | Finance |
Overbrook Management Corp.
Overbrook Management Corp. Investment ManagersFinance Overbrook Management Corp. is a privately-owned wealth management firm and SEC-registered investment advisor headquartered in New York City. The firm was founded in 1946 by the late Frank Altschul to manage and protect the wealth and financial well-being of the Altschul Family. In 2002, they became a wealth management firm and family office to outside investors. Overbrook Management provides investment advisory services to high net-worth individuals and institutional clients, including pension plans, trusts, charitable organizations, foundations, corporations, other business entities, and unregistered investment vehicles. | Finance |
Bear, Stearns & Co., Inc.
Bear, Stearns & Co., Inc. Investment Banks/BrokersFinance Bear, Stearns & Co., Inc. is a global investment banking, securities trading and brokerage firm located in New York City with additional offices in Dallas, Boston and San Francisco. The firm is a subsidiary Bear Sterns Cos., Inc. (NYSE: BSC). Their equity research team consists of senior analysts located throughout the world. In addition to domestic coverage, they have research teams focusing on Latin America, Asia and Europe. The analysts use a bottom-up approach to stock selection. The Bear Stearns fixed-income research department provides coverage of every sector of the fixed-income universe. The financial analytics and structured transactions group (F.A.S.T) provides investment research, fixed-income portfolio management and analytical systems, trading technology and general financial expertise. The group also provides a broad range of services to financial institutions including asset-liability management, balance sheet restructuring, receivables-based financing analysis, security and portfolio analysis, peer analysis, and historical and real-time market-based information. | Finance |
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