Alan Rosenfield has been in the securities industry since 1983. He is currently Managing Director and President of Harmony Asset Management LLC. The firm manages investments for high-net-worth individuals and smaller pension funds, endowments, and institutions, utilizing a multi-asset-class strategy, with expertise in ETFs.
Mr. Rosenfield has been quoted numerous times in the media, most recently in Investors Business Daily and BusinessWeek on ETFs and the Arizona Republic on the perils of the 2010 Roth IRA conversion. He has done extensive public speaking, television, and writing on investment strategies utilizing ...More ETFs as well as individual, public and private securities.
Highlights of Mr. Rosenfield’s career include managing the Pacific Advisors Income Fund, a public mutual fund, during which Mr. Rosenfield achieved the #1 ranking in his category by Morningstar. He also co-managed a multi-asset class long-only private fund (a “hedge fund”) which during its ten year existence (1994 - 2004) generated 16.5% net compounded returns with no negative years.
Earlier in his career, Mr. Rosenfield managed the high net-worth group at Cantor Fitzgerald & Co., Inc., in New York reporting directly to the President Howard Lutnick and CEO Bernie Cantor. Mr. Rosenfield graduated from Washington University of St. Louis with a Bachelor of Science in 1982.
Managing Director
HARMONY ASSET MANAGEMENT LLC
Alan Rosenfield has been in the securities industry since 1983. He is currently Managing Director and President of Harmony Asset Management LLC. The firm manages investments for high-net-worth individuals and smaller pension funds, endowments, and institutions, utilizing a multi-asset-class strategy, with expertise in ETFs.
Mr. Rosenfield has been quoted numerous times in the media, most recently in Investors Business Daily and BusinessWeek on ETFs and the Arizona Republic on the perils of the 2010 Roth IRA conversion. He has done extensive public speaking, television, and writing on investment strategies utilizing ...More