Rosanna Pezzo-Brizio, Ph.D.

Financial Advice and Management for Women on a Growth Path

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Tuliptree Advisors Rosanna Pezzo-Brizio, Ph.D.
Rye, NY

Serving Clients Nationwide

Financial Advice and Management for Women on a Growth Path

Areas of Focus

  • Buying a House
  • Divorce Financial Planning
  • Education Needs and Funding Analysis
  • Investment Management
  • Owning a Business
  • Real Estate Investing
  • Saving for College
  • Student Loan Advising
  • Women & Wealth

About Me

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
  • XY Planning Network

Primary Location

Rye, New York

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Fee Only
  • Flat Fee
  • Hourly Rate
  • Percentage of Assets Managed

What to expect in the first meeting

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

Hobbies and Interests

  • Family

Who We Serve

  • Attorneys
  • Business Owners
  • College Graduates
  • College Students
  • Dentists
  • Divorce
  • Educators
  • Entrepreneurs
  • Expats
  • Investors
  • Non-Traditional Clients
  • Physicians
  • Private Foundations & Organizations
  • Real Estate Agents
  • Real Estate Investors
  • Single Women
  • Widow
  • Women in Transition
  • Women Professionals

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.