Originally from Italy, Dr. Rosanna Pezzo-Brizio came to the United States to pursue a degree in finance. Afterwards, she joined the Litterman’s group in Goldman Sachs Asset Management as an analyst, where she helped managing the partners’ portfolios using the Black Litterman model.
Rosanna then held positions as Trader of Credit Derivatives at RBS Greenwich Capital, Fixed Income Portfolio Manager, and Treasurer of Intesa Sanpaolo NY.
Her front office experience together with her risk management approach, set her apart from her peers in performing new-investment due diligence and post-investment supervision at New York Life Investment Management. Her passion for protecting the environment, fighting for social justice, and working with integrity qualified her as an ESG expert at NYLIM.
In 2015, Doctor Pezzo-Brizio joined the faculty of Columbia University’s Mathematics of Finance MA program as an Adjunct Professor in Fixed Income Portfolio Management. She is often invited to conferences to speak on liquidity, investments, mathematical models, and ESG.
Rosanna, an Investment Advisor Representative, lives in Rye, NY, with her husband Alberto and their 4 children. She holds her Ph.D. in Mathematics of Finance from the University of Brescia (Italy) and her Master’s in Mathematics of Finance from Columbia University, and she has completed the Columbia Business School Venture Capital & Private Equity program.
Professional Designations
Ph.D. in Finance
Affiliations
National Association of Personal Financial Advisors
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Offers Investment Management
Yes
About our Firm
At Tuliptree Advisors, we specialize in providing financial advice and management to women who are navigating a new phase of their lives. Whether you are going through a career change, a divorce, the loss of a spouse, or any other life-altering event, we are here to support you.
We understand that these transitions can be overwhelming, which is why we offer personalized financial guidance tailored to your specific needs and goals. Our experienced advisors will work closely with you to create a comprehensive financial plan that meets your current requirements while also preparing you for the future.
By offering a safe space to discuss your concerns and objectives, we aim to inspire you to take control of your financial well-being with confidence. Our neutral and supportive approach ensures that you feel heard and understood every step of the way.
At Tuliptree Advisors, we believe that every woman deserves to feel financially confident, especially during times of transition. Let us help you navigate these changes and build a secure financial foundation for the next chapter of your life.
How Tuliptree Advisors can help you
✔️ Asset Management
Grow your confidence in achieving independence by growing your assets.
✔️ Financial Planning
Financial Planning with actionable steps and timing to achieve your goals.
✔️ Retirement Plan for your business
Partner with us in managing the retirement plan of your business so you can focus on your clients.
✔️ Real estate investment advice
Real Estate Portfolio managing and strategic planning.
Fiduciary Duty
For us, being a fiduciary means prioritizing your interests above all else, even our own. We proudly maintain complete independence and diligently avoid any conflicts of interest. As firm believers in unbiased financial advice, we adamantly refuse commissions, proprietary products sales, referral fees, and industry gifts that could compromise our decision-making.
As a fee-only firm, our sole compensation comes exclusively from the unbiased advice and services we provide to you.
Education
Ph.D. in Mathematics of Finance from the University of Brescia (Italy) | Master’s in Mathematics of Finance from Columbia University
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