Profile
Jean Morris Rosenbaum worked as a Managing Director & Portfolio Manager at BlackRock Advisors LLC from 1998 to 2013.
Prior to that, she worked as an Analyst at The PNC Financial Services Group, Inc. from 1995 to 1997.
Currently, she is a Portfolio Manager at Hotaling Investment Management LLC, a position she has held since 2014 and will hold until 2023.
Rosenbaum received her undergraduate degree from Duke University in 1990 and her MBA from the University of Maryland in 1994.
Former positions of Jean Morris Rosenbaum
| Companies | Position | End |
|---|---|---|
Hotaling Investment Management LLC (Old)
 Hotaling Investment Management LLC (Old) Investment ManagersFinance Hotaling Investment Management LLC (Hotaling) is an independent registered investment advisor headquartered in Wayne, Pennsylvania. The firm was founded by Bruce Hotaling in 2012. Hotaling provides personalized investment management and financial planning services to individuals, trusts, foundations, endowments, and corporations. | Portfolio Manager-Equities | 01/01/2023 |
BlackRock Advisors LLC
 BlackRock Advisors LLC Investment ManagersFinance BlackRock Advisors LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. The firm was founded in 1994 and is a subsidiary of BlackRock Capital Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BlackRock Advisors manages assets for US-registered investment companies and 529 Plans. | Analyst-Equity | 01/01/2013 |
| PNC FINANCIAL SERVICES GROUP, INC. | Corporate Officer/Principal | 31/12/1997 |
Training of Jean Morris Rosenbaum
| Duke University | Undergraduate Degree |
| University of Maryland | Masters Business Admin |
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
| Listed companies | 1 |
|---|---|
| PNC FINANCIAL SERVICES GROUP, INC. | Finance |
| Private companies | 2 |
|---|---|
BlackRock Advisors LLC
BlackRock Advisors LLC Investment ManagersFinance BlackRock Advisors LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. The firm was founded in 1994 and is a subsidiary of BlackRock Capital Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BlackRock Advisors manages assets for US-registered investment companies and 529 Plans. | Finance |
Hotaling Investment Management LLC (Old)
Hotaling Investment Management LLC (Old) Investment ManagersFinance Hotaling Investment Management LLC (Hotaling) is an independent registered investment advisor headquartered in Wayne, Pennsylvania. The firm was founded by Bruce Hotaling in 2012. Hotaling provides personalized investment management and financial planning services to individuals, trusts, foundations, endowments, and corporations. | Finance |
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