Hi, I am Rosanna.
Originally from Italy, I came to the United States to pursue a degree in finance. Afterwards, I joined the Litterman’s group in Goldman Sachs Asset Management as an analyst, where I helped managing the partners’ portfolios using the Black Litterman model.
I then held positions as Trader of Credit Derivatives at RBS Greenwich Capital, Fixed Income Portfolio Manager, and Treasurer of Intesa Sanpaolo NY.
My front office experience together with my risk management approach, set me apart from my peers in performing new-investment due diligence and post-investment supervision at New York Life Investment Management. My passion for protecting the environment, fighting for social justice, and working with integrity qualified me as an ESG expert at NYLIM.
In 2015, I joined the faculty of Columbia University’s Mathematics of Finance MA program as an Adjunct Professor in Fixed Income Portfolio Management. I am often invited to conferences to speak on liquidity, investments, mathematical models, and ESG.
I am an Investment Advisor Representative, and live in Rye, NY, with my husband and 4 children. I hold a Ph.D. in Mathematics of Finance from the University of Brescia (Italy), a Master’s in Mathematics of Finance from Columbia University, and I have completed the Columbia Business School Venture Capital & Private Equity program.
Professional Designations
Ph.D. in Finance
Affiliations
National Association of Personal Financial Advisors
Click the 'Book Intro Call' button above to schedule a free discovery call. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.
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
To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
Wealthtender exists to help people discover trusted and authentic financial professionals and educators who may be a good fit based on their unique needs and circumstances.
Your honest reviews help people decide which financial professionals and educators may be best suited to their individual needs.
The majority of people trust reviews as much as personal recommendations, so what you write in your review should reflect your own opinion and experience.
Tips for Writing a Helpful Review
Be descriptive. Instead of just saying what you like or dislike, share why. What have you enjoyed most or least about your experience with the provider? Have they helped you overcome a difficult financial challenge or strengthened your knowledge about particular money matters? The more details, the better!
Be honest. Your rating and review should reflect your actual experience.
Stay relevant. Ensure your review is helpful to others by avoiding off-topic discussions or personal opinions not relevant to your direct experience.
Make your review easy to read. Reviews should be readable to others. Use proper grammar, avoid excessive capitalization or punctuation, and be sure to check your spelling.
Be yourself. Don’t post as, or pretend to be, someone else, and do not say you’re associated with a person or organization with which you are not.
Be nice. Don’t write abusive, hateful, threatening, or harassing content. Avoid personal threats, hate speech, obscenities, or inflammatory language.
Respect the privacy of others. Don’t post information that can be used to identify another individual or compromise their privacy.
Report abuse. Thank you for helping us ensure reviews on Wealthtender are helpful to everyone. If you suspect possible violations of our guidelines or believe a review is inappropriate, please email support@wealthtender.com with a link to the provider’s profile, indicating the review in question and the reason you believe it violates our guidelines.
Wealthtender reserves the right to remove reviews that violate its guidelines and/or regulations issued by the Federal Trade Commission, Securities and Exchange Commission, FINRA, and other regulatory agencies. Further, financial advisors are subject to individual firm policies and rules prescribed by federal and state regulators that may result in reviews being removed, not published, or potentially modified upon the documented request submitted by an advisor, compliance officer, or other firm professional to maintain compliance with federal and state regulations.
If you submit a review on Wealthtender, the Federal Trade Commission has issued guidance to ensure you always maintain the right and ability to request reviews be removed from any online review website, including Wealthtender. To request the removal of a review you submitted on Wealthtender, please send an email to support@wealthtender.com using the same email address you utilized when submitting the review. Please include in your email a link to the profile on Wealthtender where your review is published.
In addition to your review being published on Wealthtender, you acknowledge your review may also be published by your financial advisor on their website, social media accounts, and/or profile pages on other directory websites.
The reviews posted on Wealthtender are individual and subjective opinions. The opinions expressed in reviews are those of the reviewer and not of Wealthtender, Inc. Wealthtender does not endorse any of the opinions expressed by reviewers.