Name: Andrew Rosen
Title: President, Real Estate Finance Association
Company: Bank of America Merrill Lynch
Location: 225 Franklin St., Boston, MA
Birthplace and year: Fullerton, CA - late '50s
Family: Wife - Sherry; Son - Drew
College: UMass Amherst - BBA in Finance
First job in finance or allied field: Retail management training - Bank of New England
What do you do now and what are you planning for the future? Continue to offer members networking opportunities; make available educational programs; provide advocacy; grow & broaden membership.
Hobbies: Golf, ski, run
Favorite book: "Pillars of the Earth"
Favorite movie: "The Hundred Foot Journey"
Person you most emulate (outside of family): Warren Buffet
Key to success (one idea): Hard work, diligence, honesty
If you were forced to choose another vocation what would it be? Chef
Boston, MA The fall season always marks the return of IFMA Boston events, and this year is no different. Registration is now open for IFMA Boston’s FMForward Deep Dive 2024. The FMForward Deep Dive 2024 Conference will be held on November 19th at the Babson Executive Conference Center in Wellesley, Mass.
Preserving wealth across multiple generations requires strategic planning, foresight, and the right investment vehicles. Delaware Statutory Trusts (DSTs) offer a powerful solution for families looking to build and protect their financial legacy and to efficiently plan for their estate.