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
December 2024 jobs report: 256,000 jobs added, a strong finish to the year
January 13, 2025December’s jobs report confirms that this is a strong economy that doesn’t currently need meaningful policy easing to see continued expansion, according to our strategists.Read Now
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January 9, 2025Often, people are able to achieve sufficient asset protection by employing very simple strategies.Read Now
Providing for children with special needs
January 6, 2025Structure gifts to beneficiaries with special needs without jeopardizing their ability to receive government benefits.Read NowDecember 2024 jobs report: 256,000 jobs added, a strong finish to the year
January 13, 2025December’s jobs report confirms that this is a strong economy that doesn’t currently need meaningful policy easing to see continued expansion, according to our strategists.Read NowMaking the transition to retirement
January 13, 2025You have worked hard to plan for the retirement you want, and are now ready to enjoy the results. But before you make the transition from full-time work to retirement, there are a few things you should confirm.Read NowSelling stock under a 10b5-1 plan
January 10, 2025If you’re a corporate insider, you have to decide whether to sell company stock, including vesting restricted stock units (RSUs) and options, through a 10b5-1 plan.Read NowNavigating the new year: 3 resolutions for investors
January 10, 2025Here’s what to keep in mind when refining your portfolio in 2025.Read NowNavigating uncertainty: A path for business owners
January 9, 2025With constantly evolving economic, political and technological landscapes, it’s important for business owners to have a plan.Read NowShould I convert to a Roth IRA?
January 9, 2025Some people convert their traditional IRA to a Roth IRA for income-tax-free cash flow during retirement. Converting your traditional IRA to a Roth IRA does come with some costs.Read NowInsulate your investment strategy with a portfolio line of credit
January 9, 2025A portfolio line of credit can be an reliable backup source of liquidity that helps insulate a portfolio from untimely liquidations, capital gains and loss of investment income.Read NowAsset protection
January 9, 2025Often, people are able to achieve sufficient asset protection by employing very simple strategies.Read NowProviding for children with special needs
January 6, 2025Structure gifts to beneficiaries with special needs without jeopardizing their ability to receive government benefits.Read Now