Rose joined UBS in 1985 and is a Certified Financial Planner™ professional based in The Hamptons and NYC. She has experience offering personalized goal oriented financial planning for individuals, artists and entrepreneurs through all market cycles. Rose also specilizes in Socially Responsible Investing (SRI) and holds the CSRIC™ designation (Chartered Socially Responsible Investing Counselor).  SRI considers the positive or negative social and enviromental effects of underlying investments while looking for opportunities to drive positive change. 

Rose was awarded Forbes Best-in-State Wealth Advisors in New York for 2019 and 2020. Rose is committed to making a difference in her clients' lives, and in the lives of her UBS colleagues. Her team spirit, dedication and tireless work ethic have been recognized with the UBS Aspire award, which is presented each quarter to UBS employees who demonstrate the core principles of the firm - integrity, collaboration and challenge. Rose also received the East End Women's Network, Women of the Year in 2016, which is awarded to female business leaders on the East End of Long Island who show good character and leadership in both their professional life and in the community.

Rose grew up in Connecticut and Long Island. She has a B.A. from Albertus Magnus College and a MFA in creative writing from Stonybrook University. Rose has four children and three grandchildren and she lives in Southampton with her husband John and their four dogs.

Rose is a community leader and has served on many boards, including Southampton Hospital, Southampton Rotary, The Retreat and is a business member of the Parrish Art Museum in Southampton. With her husband, John, she established the Have A Heart Community Trust - a highly regarded charity on the eastern end of Long Island. In her spare time she enjoys working out, traveling and studying millinery at FIT in NYC.

• Certified Financial Planner (CFP®)
• 2016 East End Woman of the Year Award Recipient
• UBS Aspire Award Recipient

• B.A., Albertus Magnees College, 1980
• American College of Financial Planning
• MFA in Creative Writing and Literature, Stony Brook University, 2015

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