Avigail Rosemore is the managing director of the group and a seasoned financial advisor of over 25 years. Avigail primarily oversees analytical investment programs for high-net-worth and institutional clients. She devotes much of her time to building and reviewing customized portfolios as well as conducting due diligence on our investment managers. She is also the fixed income strategist for the team.

Avigail has attained her Certified Exit Planning Advisor (CEPA®) designation and is trained in the field of exit planning. Proper exit planning is about building, harvesting and preserving family wealth for generations while integrating best-in-class business practices into daily operations. The process consists of three major components: maximizing business value, personal wealth planning and life after business planning.

One of Avigail’s biggest personal accomplishments was leading the team that opened and funded the Mid-Atlantic office for Chai Lifeline—an organization whose mission is to help children with cancer and other life-threatening diseases. She served as the sole woman on Chai Lifeline’s national board and was actively engaged in helping the 6,000 children the organization serves. In addition, Avigail is working closely with several national foundations to secure funding for pediatric cancer research. On a smaller scale, Avigail actively volunteers for Sister to Sister, an organization that helps newly divorced women with career counseling and financial education. Avigail also volunteers at a local high school teaching students about economics and investing, as she is especially passionate about educating younger generations on financial literacy. Avigail graduated from the University of Texas and holds a Bachelor of Arts in economics and an MBA in finance. She lives in Pikesville with her husband and sons.