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.

Experience & Education 
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 a decade 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.

Experience & Education 
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.

Experience & Education 
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.

Kim Suida

Client Assistant

Kim joins The Rosenberg Group with a wealth of experience in financial services. With an impressive 18 years of financial industry experience and numerous financial licenses, she provides a high level of client-driven service. Previously, Kim was with Scottrade Financial Services serving as a branch manager.

Kim and her family are long-time Michiganders. She lives in Clarkston with her husband Mark, an engineer with an automotive supplier and her three daughters ranging from 9 to 13 years old. In their free time, her family enjoys skiing and travelling to London, England, to visit Kim’s sister.

 

 

 

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