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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

10 Certified Advisor Reviews™
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(914) 359-7403

Website

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
Book Intro Call

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

SEC Lookup

View Disclosure

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.

Write a Review


By clicking submit, you acknowledge this review is based on your own experience and reflects your genuine opinion. You also agree to our review policy, privacy policy, and terms and conditions, and give this financial advisor permission to publicly display your review on their website.

Trustworthy and capable Financial Advisor

✅ Wealthtender Certified Advisor Review™
Dec 11, 2024
I have known Rosanna for more than 10 years. We are both alumni of Columbia University, and we crossed paths when working on Wall Street. I am proud to call her my friend. She is a brilliant intellectual and very loyal. She cares deeply and genuinely for her clients and her students, she is a force to reckon with. She is generous with her advice, and you immediately know that you can trust her judgment. I recently joined one of her events in Westchester and was impressed with her vast and deep knowledge of helping parents plan for their children's education. I have signed up for her weekly update on the market, which I find thorough and insightful. Finding a good financial advisor is not easy, but finding someone who will listen to your concerns, plan with your best interest at heart, and you can trust to be there for you always, is very difficult. She is one of the best.
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Alma K
Alma K

Exceptional Portfolio Manager

✅ Wealthtender Certified Advisor Review™
Dec 4, 2024
I am a young professional with very little time to manage my own money. I trusted Rosanna and she provided me with great returns (above the S&P 500 returns!). I wanted to grow my portfolio aggressively, and Rosanna was able to pick the right names to invest in that fit my goals and risk profile. She has an incredible knowledge of the credit and equity markets, and a great instinct for investing. I fully trust Rosanna's guidance and recommend her to all busy people like me.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Anonymous
Anonymous

Bridging Academic Rigor with Real-World Insights

✅ Wealthtender Certified Advisor Review™
Dec 2, 2024
I had the pleasure of learning from Professor Rosanna Pezzo-Brizio during my time at Columbia University, where I took her "Fixed Income Portfolio Management" course. Her deep expertise in fixed income markets and her ability to distill complex concepts into actionable insights made a lasting impression on me. Not only was her teaching engaging and informative, but the practical applications she introduced have directly benefited my professional work in finance. Her ability to bridge academic rigor with real-world relevance speaks to her exceptional understanding of the industry. Based on my experience as her student, I have no doubt that her advisory services would provide tremendous value to anyone seeking expert guidance in fixed income and portfolio management.
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Hanyu Wang
Hanyu Wang

One of a kind, passionate, honest and highly skilled

✅ Wealthtender Certified Advisor Review™
Nov 30, 2024
I have had the privilege of knowing Rosanna for over 20 years as both a friend and a trusted advisor. She is one of the most knowledgeable and professional individuals in the financial industry. With an impressive educational background—including a Ph.D. in Mathematics of Finance—and extensive experience at leading institutions like Goldman Sachs and RBS Greenwich Capital, she brings unparalleled expertise to her clients. Her passion for environmental, social, and governance (ESG) investing, coupled with her role as an Adjunct Professor at Columbia University, showcases her commitment to ethical practices and education. Rosanna's ability to make complex financial concepts accessible, along with her genuine concern for her clients' success, truly sets her apart. Rosanna is, without a doubt, a passionate, honest, and highly skilled advisor whom I highly recommend to anyone seeking exceptional financial guidance.
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Maja H. Oktay
Maja H. Oktay

Great Financial Advisor

✅ Wealthtender Certified Advisor Review™
Nov 29, 2024
Rosanna is very knowledgeable and personable. She spent a great amount of both quality and quantity time with me. She patiently took time to ask direct questions, take thorough notes, learn all she could about my story and situation and offer the most fiscally prudent options. I highly recommend her.
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Anne Mottola
Anne Mottola

Excellent Advisor

✅ Wealthtender Certified Advisor Review™
Nov 27, 2024
Rosanna is a brilliant advisor who is not only extremely knowledgeable about financial markets she is also always looking to learn and understand more. She has great insight and instincts as well. You will be hard pressed to find someone who has more hands on experience managing money through all market cycles. She worked in a multitude of financial institutions in management roles and navigated challenging financial markets. She also really cares about her clients and their success. I would highly recommend her. She is the consummate professional.
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Annonymous
Annonymous

Bright, Thorough and Caring Advisor

✅ Wealthtender Certified Advisor Review™
Nov 27, 2024
Rosanna is an outstanding example of professionalism and integrity. We have been colleagues and then friends for over 20 years, and I can confidently say that she stands out as one of the most knowledgeable financial analysts I’ve met in my career. Rosanna’s extensive experience includes work with the leading financial institutions as well as her academic contributions at Columbia University. She is not only a brilliant analyst but also a thought leader in the fields of investments, ESG, and financial modeling. Rosanna's commitment to her clients is unique. Her ability to balance the big picture with meticulous attention to detail ensures that her every recommendation is tailored and thoughtful. Whether developing strategies for navigating volatile markets or crafting investment plans that reflect her clients' ethical priorities, she offers solutions that are both pragmatic and forward-thinking. Working with Rosanna means benefiting from her deep insights and unwavering dedication. She is direct yet supportive, always prioritizing the best interests of her clients. It is with pleasure and confidence I recommend Rosanna and her services to anyone seeking expert financial guidance.
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Sergei German
Sergei German

Excellent Advisor and Professional

✅ Wealthtender Certified Advisor Review™
Nov 26, 2024
Rosanna and I worked together when she was an exotics trader in the Credit Markets business at RBS. She is brilliant and, in fact, was the smartest person on the trading floor but always took the time to educate others. I trust Rosanna implicitly as she is both a methodical and strategic investor, with the interpersonal skills and compassion that all of her clients benefit from. I always look forward to hearing her insights and advice, and rely on her to successfully achieve my investment goals.
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Angelina Colombo
Angelina Colombo

The Most Genuine Consultant Out There!

✅ Wealthtender Certified Advisor Review™
Nov 26, 2024
Rosanna is an exceptional resource, always ready with insightful knowledge. What sets her apart is her talent for breaking down complicated ideas so that anyone can understand. She is deeply committed to helping others achieve financial independence, and her genuine concern for people is apparent in every conversation.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Anonymous
Anonymous

Amazing Person and a great consultant

✅ Wealthtender Certified Advisor Review™
Nov 23, 2024
I've known Rosanna for about 20 years. I have followed her career and lately I've asked her financial advises for my assets and my senior mother. Her explanations and suggestions were very clear and she gave me also names of people and organizations that could help me more. It's very clear to me that she is a passionate and honest adviser. A diamond in the field. My family count on her.
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Livia De Grossi Biow
Livia De Grossi Biow
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