Financial Poise

Financial Poise Faculty

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Julia Rodgers, Esq.

Founder & CEO of HelloPrenup Julia Rodgers is a family law attorney and the visionary founder and CEO of HelloPrenup, the platform democratizing access to prenuptial agreements. Unlike many tech…

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Paul Rodrigues, CPA, CFE, CFF, CGMA, MST

Managing Member (Forensic Accounting, Economic Damages, Expert Witness Reports and Testimony) Trace Forensic Experts LLC | Wisconsin - Greater Milwaukee area I provide expert damage opinion and testimony in the…

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Melissa Roeder

Melissa Roeder, Of Counsel at Sinars Slowikowski Tomaska’s Seattle office, is a high heel wearing, motorcycle riding, trial attorney. She is the chair of the firm's cannabis practice group and…

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Amy Roepke

Amy Roepke, the Founder of Roepke Law Office, has dedicated over 15 years to fusing business acumen with legal expertise, ensuring success and stability for businesses and their leaders. Roepke…

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John Rompon

Over the course of his 25-year career, John has played a leading role in nearly every aspect of private company activity and family office investing. He has structured transactions as…

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Nelson Rosario

Mr. Rosario is an intellectual property attorney whose practice is focused on working with technology companies to protect their property, manage their contracts, and deal with privacy issues. In addition,…

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Katherine Del Rosario

Katherine’s path to practicing immigration law was sparked by a combination of unique personal experiences. She started her career in community organizing and policy work on issues like voting rights,…

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Richard Roscelli

Futures broker with Attain Capital Management and an Investment Advisor with Cathay Consultants.

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David Rose

David S. Rose is a serial entrepreneur who crossed the aisle to become one of the country's leading angel investors... and then crossed back to found Gust, filling a major…

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Ted Rosen

Ted serves as Administrative Partner for Fox Rothschild’s New York Corporate Practice and Chair of the New York Metropolitan Public Companies Practice, has more than 25 years of experience in…

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Mary Rosen

Mary Rosen is Senior Counsel (Capital Markets) at Wells Fargo Bank, N.A. where she serves as the U.S. Lead Counsel for international trade services.  Her practice areas include commercial and…

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Andrew Rosenbaum

Financial journalist.

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Stacey L. Rosenberg

Lenders. Borrowers. Equity sponsors. Stacey Rosenberg has advised them all across a wide variety of debt finance transactions. Be it senior secured credit facilities, first and second lien transactions, leveraged…

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Hannah Rosenberg

Hannah Rosenberg is an e-commerce web developer, educator, economist, and entrepreneur. With a passion for monetary theory and alternative currencies, and a degree in economics from the University of Illinois…

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Rick Rosenbloom

Rick Rosenbloom is the founding Partner of Fuel Break Capital Partners, LLC, a national special situations investment and advisory firm. Rick has over 25 years of debt capital markets advisory,…

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Lewis Rosenbloom

Lewis S. Rosenbloom is the founding principal of Rosenbloom Advisors, LLC, a broad-based, solutions-oriented transactional and dispute resolution practice consistently delivering efficient bottom-line results in difficult commercial circumstances.  His creative…

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Todd Rosenbluth

Todd Rosenbluth is Senior Director of ETF and Mutual Fund Research at CFRA where he leads the firm’s holdings-based research efforts within the Equity Research and Fund group. Todd publishes…

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Jason Rosenthal

Jason M. Rosenthal is a litigator and Principal with the law firm of Much Shelist, P.C. Mr. Rosenthal's practice is focused on representing clients in complex business disputes. He also…

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Robert Rosenthal

Mr. Rosenthal practices in domestic and international patents, trademarks, trade secrets and copyrights. Mr. Rosenthal's practice includes patent preparation and prosecution and advising on patent infringement and validity issues; advising…

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Michael Rosow

From routine banking matters to large, complex litigation, Mike brings a wealth of unique experience to Winthrop & Weinstine’s Creditors’ Remedies and Business & Commercial Litigation groups. Though the heart…

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Keith Ross

Keith Ross is a partner and Chair of the firm’s Real Estate Group.  He counsels both institutional and entrepreneurial clients in connection with acquisitions, dispositions, leasing and finance matters and…

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Sean Ross

Sean Ross is the Executive Director of Nationwide 1031 Exchanges.

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Daniel Rossen

Daniel Rossen, based in San Diego, CA, US, is currently a SVP Head of Property at Origin Specialty Underwriters. Daniel Rossen brings experience from previous roles at ICW Group, The…

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Amanda Roszkowski

Amanda has eight years of experience in the digital and social media marketing field. Areas of expertise include B2C and B2B social media strategy and management, influencer marketing, online customer…

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Gena Rotstein

Gena Rotstein is one of Canada’s leading experts in Social Enterprise. She is the founder of Dexterity Ventures, the  umbrella company of Dexterity Consulting, Canada’s first philanthropic  brokerage firm, and…

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Gregg G. Rotter

From 1990 on, Gregg has represented a wide variety of lending clients, which include local, regional and national financing companies and banks providing financing to small and middle-market businesses, with…

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Dave Rownd

Dave Rownd is a Partner at Thompson Coburn, LLP in Chicago. Dave is a practical and resourceful business litigator with a long track record of successful results. Dave handles disputes…

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Mike Roznowski

Mike Roznowski is the Founder and Managing Partner of Fractal Capital Advisors. Before founding Fractal Capital Advisors in 2015, Mike was a Managing Director with Concord Financial Advisors, a Chicago…

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