Shufro, Rose & CO., LLC

Stephen Leit is a CFA® charterholder with 37 years of experience in the financial industry. He has been with Shufro, Rose & Co., LLC since 1989. The firm manages approximately $2.165 billion for individuals, high-net-worth families, trusts, retirement accounts, and charitable or corporate entities, offering discretionary and non-discretionary portfolio management along with fee-based financial planning. Shufro, Rose & Co. employs a long-term investment horizon and individualized portfolio management, utilizing equities, funds, fixed-income instruments, and selective alternative strategies aligned with client objectives.

Steven Glass is a financial advisor with Shufro, Rose & Co., LLC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Shufro, Rose & Co. since 1988. Shufro, Rose & Co., LLC is an SEC-registered investment adviser managing over $2 billion for individuals, high-net-worth families, trusts, retirement accounts, and charitable or corporate entities. The firm provides discretionary and non-discretionary portfolio management and fee-based financial planning, employing a long-term investment horizon with individualized portfolio management and selective use of alternative strategies aligned with client objectives.

Gerson Ossers is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Shufro, Rose & Co., LLC since 2019. His prior roles include positions at Source Financial Advisors, Procyon Private Wealth Partners, and UBS Financial Services. Shufro, Rose & Co., LLC is an SEC-registered investment adviser managing over $2 billion for individuals, families, trusts, and other entities, offering discretionary and non-discretionary portfolio management along with fee-based financial planning. The firm emphasizes individualized portfolio management with a long-term investment horizon and employs a range of investment strategies tailored to client objectives and risk tolerances.

Harvey Wacht is a Senior Managing Director at Shufro, Rose & Co., LLC with 54 years of industry experience. He has been with Shufro, Rose & Co. since 2001 and previously worked at Purshe Kaplan Sterling Investments. Shufro, Rose & Co., LLC is an SEC-registered investment adviser managing over $2 billion for individuals, families, trusts, and institutions. The firm provides discretionary and non-discretionary portfolio management with a long-term investment approach, utilizing equities, funds, fixed-income instruments, and selectively employing strategies such as options and alternative investments aligned with client objectives.

Aimee Adler is a CFP® and holds a Series 65 license with five years of industry experience. She is currently a financial advisor at Shufro, Rose & Co., LLC, having joined the firm in 2024. Her prior roles include positions at Cerity Partners LLC, Round Table Wealth Management, and Payne Capital Management. Adler serves as a volunteer board member on the Board of Advisors at Camp Dream Street. Shufro, Rose & Co., LLC is an SEC-registered investment adviser managing over $2 billion for individuals, families, trusts, and institutions. The firm provides discretionary and non-discretionary portfolio management with a long-term investment approach, employing a range of equity and fixed-income strategies tailored to client objectives.

John Contant is a financial advisor at Shufro, Rose & Co., LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Shufro, Rose & Co. since 2004. Based in New York, NY, he is part of a firm known for long tenures among senior advisors and serving multiple generations of families. Shufro, Rose & Co., LLC is an SEC-registered investment adviser managing over $2 billion for individuals, families, trusts, and institutions. The firm offers discretionary and non-discretionary portfolio management with a long-term investment approach, utilizing a range of equity, fixed income, and alternative strategies tailored to client objectives.

Garrett Cole is a financial advisor at Shufro, Rose & Co., LLC with three years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise Financial Services, LLC. Outside of finance, he was involved in the food service industry with Pizza Love and has experience in education at Eisenhower Middle School and Ramapo High School. Shufro, Rose & Co., LLC is an SEC-registered investment adviser managing over $2 billion for individuals, families, trusts, retirement accounts, and charitable or corporate entities. The firm offers discretionary and non-discretionary portfolio management, fee-based financial planning, and access to alternative private funds, emphasizing individualized, long-term investment strategies.

Anthony Santoloci is a financial advisor with Shufro, Rose & Co., LLC, holding a Series 66 designation and nine years of industry experience. He has worked at Shufro, Rose & Co. since 2019 and previously held roles at Gilder Gagnon Howe, Niagara International Capital Limited, and Ameriprise Financial Services. Shufro, Rose & Co., LLC is an SEC-registered investment adviser managing over $2 billion for individuals, families, trusts, retirement accounts, and various entities. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to alternative private funds, emphasizing a long-term investment horizon and individualized portfolio management.

Lance Armenta is a financial advisor at Shufro, Rose & Co., LLC with four years of industry experience. He holds the Series 66 designation and has previously worked at UBS Financial Services, Sanford C. Bernstein & Co., Equitable Advisors, and Morgan Stanley. Shufro, Rose & Co., LLC manages over $2 billion for individuals, families, trusts, and institutions, offering discretionary and non-discretionary portfolio management alongside fee-based financial planning. The firm employs a long-term investment approach and provides access to alternative private funds, with portfolio management tailored to individual client objectives.

Tonia Kaminsky is a financial advisor at Shufro, Rose & Co., LLC in New York, NY, holding Series 63 and Series 65 licenses with three years of industry experience. She has been with Shufro, Rose & Co., LLC since 2009. Shufro, Rose & Co., LLC is an SEC-registered investment adviser managing approximately $2.165 billion for individuals, high-net-worth families, trusts, retirement accounts, and charitable or corporate entities. The firm offers discretionary and non-discretionary portfolio management with a long-term investment approach, utilizing equities, funds, fixed income, and selective alternative strategies tailored to client objectives.

Gregory Shufro is a financial advisor at Shufro, Rose & Co., LLC with 11 years of industry experience. He has been with the firm since 2003. Shufro holds Series 63 and Series 65 credentials. Shufro, Rose & Co., LLC is an SEC-registered investment adviser managing approximately $2.165 billion for individuals, families, trusts, retirement accounts, and charitable or corporate entities. The firm provides discretionary and non-discretionary portfolio management, fee-based financial planning, and access to alternative private funds, focusing on individualized, long-term investment strategies.

Barbara Silverman is a CFA® charterholder with 16 years of industry experience, currently serving as an advisor at Shufro, Rose & Co., LLC since 2002. She holds Series 63 and Series 65 licenses and is based in New York, NY. Shufro, Rose & Co., LLC is an SEC-registered investment adviser managing approximately $2.165 billion for individuals, high-net-worth families, trusts, retirement accounts, and charitable or corporate entities. The firm provides discretionary and non-discretionary portfolio management and fee-based financial planning, employing a long-term investment horizon and individualized portfolio management by a small team of experienced principals.