Our Profile

A true financial partner with your best interests in mind

The Rosenberg Group has over 40 years of combined experience in wealth management and financial services. With a special combination of practical experience and analytical capabilities, our clients feel secure that their unique needs will be met through our wealth management process. We work with successful individuals, families, businesses and their owners. Understanding the needs of such multigenerational businesses and families comes naturally to us, because we are one. And we measure our success by our clients’ satisfaction.


Sheldon Rosenberg

Managing Director
(248) 594-9959
srosenberg@rwbaird.com

Background
Sheldon Rosenberg has been a financial advisor for over 35 years, providing exceptional wealth management service to his clients. He is a Managing Director at Baird and the senior founding partner of The Rosenberg Group.

Education & Experience
Sheldon earned his bachelor’s degree from Wayne State University. Staying highly visible in the business community, Sheldon is frequently interviewed as an expert on the markets and economy on television (Fox TV) and radio (WWJ-950) for over three decades.

Personal
Sheldon resides in West Bloomfield with his wife, Debbie, has three adult sons, and five wonderful grandchildren. In his free time, Sheldon enjoys sports, travel, and spending time with family. He also volunteers his time at local non profit organizations teaching the fundamentals of investing.

Jordan Rosenberg

Financial Advisor
(248) 594-9959
jrosenberg@rwbaird.com

Background
Jordan Rosenberg is a licensed financial advisor with over seven years of financial services experience. As a founding partner of The Rosenberg Group at Baird, Jordan’s client focus is addressing the specific needs of high-net-worth clients and select young professionals.

Education & Experience
Jordan previously worked at Mesirow Financial in Chicago as a consultant performing valuations on public and private companies. Jordan received his undergraduate degree from the James Madison College of Michigan State University and his MBA degree with concentrations in Finance and Economics from Loyola University Chicago.

Personal
Jordan resides in West Bloomfield with his wife, Arielle, and three children. In his free time Jordan enjoys sports, travel, and researching his genealogy. Like Sheldon, he volunteers his time at local non profit organizations teaching the fundamentals of investing.

Ryan Rosenberg

Financial Advisor
(248) 594-9959
rrosenberg@rwbaird.com

Background
Ryan Rosenberg joined The Rosenberg Group in 2017, focusing on new business development and leading Business Solutions.

Education & Experience
Ryan earned his bachelor’s degree from Michigan State University and MBA from Depaul University in Chicago. Prior to joining The Rosenberg Group, Ryan worked at Salesforce, the global leader in Customer Relationship Management, where he advised small, medium, and large companies. Ryan takes a results-driven approach to meeting the needs of business owners.

Personal
Ryan resides in Birmingham and enjoys following sports, discovering new music, and comedy.

Tamar Bedikian

Client Assistant
(248) 723-7376
tbedikian@rwbaird.com

Background

Tamar Bedikian joined The Rosenberg Group in 2014 as a Client Assistant. Client satisfaction is Tamar's top priority, consistent with The Rosenberg Group's mission to provide the best advice and service to its clients.

Education & Experience
Prior to joining The Rosenberg Group, Tamar accumulated six years of financial services experience working for JPMorgan Chase in its consumer banking division. Tamar earned her Bachelor’s degree from The University of Michigan Dearborn, majoring in Economics.

Personal
Tamar and her husband, Matthew, reside in West Bloomfield with their beautfiul daughter. In addition to spending time with her family and friends, Tamar enjoys traveling, baking, photography, reading and exercising.

Evonna Karchon

Client Assistant
(248) 723-7305
ekarchon@rwbaird.com

Background

Evonna Karchon joined The Rosenberg Group in 2017 as a Client Assistant. Evonna holds her Series 7 securities license and is pursuing licensing with the State.

Education & Experience
Previously, Evonna was a Partner at the venture capital firm Incwell, headquartered in Michigan, where she provided advisory services to portfolio companies and startups. Evonna has substantial experience conducting all aspects of due diligence across all business sectors. Additionally, she served as a Lead Program Manager for Stage 2 Innovations, a $100 million private equity fund. Evonna has also served as a mentor at TechArb, a program run by the Center for Entrepreneurship at the University of Michigan, and for startups at the Desai Accelerator, a joint initiative between University of Michigan’s Ross Business School and the College of Engineering.  She received her Bachelor of Arts in Economics & Management and Communication Studies from Albion College, where she graduated with Honors in 2008.

Personal
Evonna lives in Metro Detroit with her husband. In her spare time, Evonna enjoys tennis, bee keeping, and culinary experiences.

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