A multigenerational wealth management practice

Beth C. Rosenwald

Managing Director - Branch Director

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Beth started her career in 1989 and, over the years, has assembled a dedicated team of seasoned professionals with outstanding credentials and years of specialized, hands-on experience. Her primary focus is on building lasting relationships centered on thorough understanding of clients’ needs, wants and wishes—guiding them from being reactive and defensive to being proactive and visionary. She is passionate about helping individuals and families position their wealth more effectively and thoughtfully creating more time for their personal, professional and philanthropic goals.

Raised in Long Island, New York, Beth received a bachelor’s degree in economics from University of Maryland and is the founding chair of Wings of United Way (Women’s Initiative Next Generation). She continues to serve our community as a member of the Women’s Leadership Council Tocqueville Society and as a board member of Women United of United Way of Central Maryland and Ronald McDonald House Charities of Maryland. Beth is honored to have received numerous accolades, including The Daily Record Maryland’s Top 100 Women, Forbes America’s Top Women Wealth Advisors, Forbes/SHOOK Best-In-State Wealth Advisors, and Financial Times Top 400 Financial Advisers.

Beth and her husband, Peter, live in Baltimore and enjoy weekend getaways to New York to visit their sons, Jake and Andy. Beth loves cooking for her family and friends, traveling and attending theater and art events.

Matthew D. Kunkel, CFP®

Senior Vice President - Financial Advisor


Matt joined Beth in 2000 establishing The Rosenwald Team and earned the CERTIFIED FINANCIAL PLANNER™ certification in 2004. He takes a highly customized approach to addressing the investment needs of our clients while being sensitive to their risk parameters, personal timelines, lifestyle needs and long-term goals. A math and numbers enthusiast, he really enjoys working through the complexities of a financial situation to organize, clarify and create solutions that help reduce uncertainty and provide peace of mind.

Matt graduated from Concordia Preparatory School (formerly Baltimore Lutheran School) and earned his bachelor’s degree in economics from Loyola College. He is a former board member of LTRC (Lutherville-Timonium Recreation Council) and The American Red Cross Planned Giving Board.

He lives in Baltimore with his wife, Ronda, sons, Will and Charlie, and dog, Uli. An avid runner, he also enjoys playing tennis, traveling with his family and relaxing outdoors.

Leksi Kovalerchik, CDFA®, RICP®

Vice President - Financial Advisor

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Leksi joined The Rosenwald Team in 2005. She is passionate about providing practical financial life management across generations and works closely with individuals and families to create personalized wealth strategies that support their goals. Leksi spends significant time discussing and delineating the various aspects of a client’s financial life, from day-to-day concerns to long-term aspirations. She works with clients to develop and sustain holistic, personalized financial plans that continue to evolve over various stages of life, into and through retirement.

Born in Kiev, Ukraine, and raised in Baltimore, Maryland, Leksi graduated from Goucher College with a degree in business management and international business, and is fluent in Russian. She volunteers at the Ronald McDonald House Charities of Baltimore and is the Chair of Membership for the Red Shoe Crew.

Leksi and her husband, Alex, are raising their children, Ava and Aaron, in Baltimore. Traveling, discovering new culinary experiences, and hosting friends and family are among Leksi’s favorite things to do.

Brennan P. Dunn, CFP®

Investment Associate


Brennan started his financial services career with The Rosenwald Team in 2015 and earned the CERTIFIED FINANCIAL PLANNER™ certification in 2020. Brennan believes that helping people make sound financial decisions throughout life will have a lasting beneficial impact on their tomorrows and what they wish to achieve. He has a tremendous work ethic and is relentless in tracking down answers, making him a valuable resource for clients who have administrative requests and service questions.

A Perry Hall, Maryland, native, Brennan graduated from Loyola Blakefield and earned his Bachelor of Science degree in business administration from Stevenson University. He is a dedicated volunteer for Angel Park and The Ryan Foundation.

Brennan lives in Perry Hall with his wife, Jenna, and their dog, Bear. He spends weekends with his close-knit family, golfing or completing many DIY projects.

Andrew S. Conn

Registered Client Associate


Andrew joined the team in early 2019. He performs an essential role in the day-to-day operations of the team by ensuring effective and efficient processing of all client requests. His goals are forming long-standing relationships with clients and making their lives easier.

Andrew was raised and lives in Woodbine, Maryland. He graduated from Glenelg Country School and completed his double major in computer information systems and business administration at Towson University.

Live a life less complicated

We would value the opportunity to discuss how we can help simplify your life. Please contact us today to learn more or to set up a meeting.

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