Sam RosenbaumSam RosenbaumSenior Client Associate
About Sam
Sam Rosenbaum is a Senior Client Associate at J.P. Morgan Wealth Management.
Sam joined The Mehta Team in 2024 and rounds out the sophisticated wealth management experience that is the bedrock of our practice. As a Senior Client Associate, he helps our team usher our clients through dynamic life events and market environments on the way to building and preserving wealth. Valuing long-term relationships, Sam appreciates when families are fully informed and aims to be a constant resource whenever he can provide administrative support and account clarity.
A graduate from George Washington University with a B.B.A. in Finance, Sam first cultivated his talents while working as a Client Service Associate with Morgan Stanley. A good listener with a critical eye to detail, his precision and careful attention helps keep clients organized and our team on track. Sam is a team-spirited associate who appreciates serving as a constant collaborator for building and maintaining clients' goals and objectives, no matter their stages of life.
Sam spends his free time fostering dogs, reading and furthering his education around financial planning and wealth management.
Insights
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October 30, 2025At its October meeting, the Federal Reserve cut interest rates by 25 basis points for a second straight time. Is one more cut still expected before year-end?Read NowRedefining family wealth as well-being
October 29, 2025Jay Hughes, author of multiple books on family wealth, talks about what wealth means to him and how high-net-worth families can ensure their wealth flourishes for many generations.Read NowHow to plan for charitable giving
October 29, 2025Your guide to choosing the right path for achieving your charitable objectives.Read NowJ.P. Morgan’s 2026 Long Term Capital Market Assumptions: Navigating change, finding opportunity
October 28, 2025J.P. Morgan’s Long Term Capital Market Assumptions (LTCMAs), now in its 30th year, provides a forward-looking framework to help you navigate these changes.Read NowYour house may be spying on you. Save yourself.
October 27, 2025All the smart devices embedded in our homes can put us at risk. Discover how to secure your IoT devices, and what you can do to protect yourself.Read Now30 years of foresight: The 2026 J.P. Morgan Long-Term Capital Market Assumptions in focus
October 24, 2025Three decades of perspective, applied to today’s most pressing investment questions.Read NowParents, you need to teach your kids about financial fraud
October 23, 2025With the increasing complexity of fraud schemes, it’s important your kids understand how to keep their accounts and personal information safe.Read NowBeware the wash sale rule
October 23, 2025Tax-loss harvesting can help you offset capital gains, but only if you do it properly.Read NowHelping your elderly and vulnerable loved ones avoid the scammers
October 23, 2025Elderly and vulnerable people are prime targets for cybercriminals and scammers. Have a conversation about how they can protect themselves today.Read Now