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Joseph P. Mara

Chief Investment Officer

Rose Capital Advisors LLC

HQ Phone:  (305) 748-6200

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I agree to the Terms of Service and Privacy Policy. I understand that I will receive a subscription to ZoomInfo Community Edition at no charge in exchange for downloading and installing the ZoomInfo Contact Contributor utility which, among other features, involves sharing my business contacts as well as headers and signature blocks from emails that I receive.

Rose Capital Advisors LLC

119 Washington Ave., Suite 608

Miami Beach, Florida,33139

United States

Company Description

We pride ourselves on our hands on, interactive and consultative one to one client advisor relationships to help create customized financial solutions based on each individuals unique personal situation. We have an institutional quality investment process and ...more

Background Information

Employment History

Lender Relations-Treasury Management

BasePoint Capital , LLC


Vice President, International Private Client Group

Merrill Lynch & Co. Inc


Director of New Business Development and Investor Relations

Fairholme Capital Management LLC


Affiliations

Family Wealth Management

Founder


Tandragee Global Advisors LLC

President


Education

Bachelor of Science degree

Biology

Queens University


Web References(11 Total References)


Rose Capital Advisors Contact - Rose Capital Advisors - Miami Beach, FL

rosecapitaladvisors.com [cached]

Joseph P. Mara


Rose Capital Advisors Team - Rose Capital Advisors

rosecapitaladvisors.com [cached]

Joseph P. Mara
Joseph P. Mara Chief Investment Officer As Chief Investment Officer of Rose Capital Advisors, Joe Mara is responsible for market analysis, manager due diligence, client suitability, risk management, and to act as a liason with the Dynasty Investment Committee as well as our institutional consulting partners, Callan Associates, Envestnet, Read More


rosecapitaladvisors.com

Joseph P. Mara
Chief Investment Officer


rosecapitaladvisors.com

Joseph P. Mara
Chief Investment Officer


rosecapitaladvisors.com

Joseph P. Mara
Joseph P. Mara Chief Investment Officer As Chief Investment Officer of Rose Capital Advisors, Joe Mara is responsible for market analysis, manager due diligence, client suitability, risk management, and to act as a liason with the Dynasty Investment Committee as well as our institutional consulting partners, Callan Associates, Envestnet, and Wilshire Associates. Joe has had an illustrious and distinguished career in the financial services industry, which began in 1979. For the past 35 years he has worked extensively in the international private client business, building and developing relationships with individuals, families, and corporate clients in 78 countries around the world. Prior to joining the team at Rose Capital Advisors, Joe served as Director of New Business Development and Investor Relations at Fairholme Capital Management, where during his tenure, assets under management grew from ~$2 billion to over $21 billion. Prior to Fairholme, Joe worked at Smith Barney in their Asset Management division as a Portfolio Manager, and later as the Director of the International Private Client Group. Joe was also the creator/architect and Director of Smith Barney's Family Wealth Management- the first comprehensive financial planning and wealth management platform offered by Smith Barney- where he was a direct report into Jamie Dimon. Earlier in his career Joe worked with Lehman Brothers, where he opened and led their first international private client office outside the U.S. (London) and eventually became Regional Director for Europe and the Middle East. Joe started his career with Merrill Lynch in New York as well as in London. Joe received a Bachelor of Science degree in Biology from Queens University in Kingston, Canada and also a Masters in Educational Communications from The State University of New York (SUNY) at Albany. His professional licenses include: Joe has dedicated his time and life to servicing his client's financial needs but also to supporting many charitable organizations and causes involving homelessness, child development, education, and cancer research.


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