A multigenerational wealth management practice

Beth Rosenwald

Managing Director - Branch Director, Senior Consulting Group

410-318-5074 | Email |
410-318-5071

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 the understanding of each client’s financial goals and helping families implement a long term strategy for managing and transferring wealth.

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 is a board member of Women United of United Way of Central Maryland. Beth is honored to have received numerous accolades including The Daily Record Maryland’s Top 100 Women, Forbes America’s Top Women Wealth Advisor, Forbes/SHOOK Best-In-State Wealth Advisor, and Financial Times Top 400 Financial Advisers.

Matthew D Kunkel, CFP®

Senior Vice President - Financial Advisor

410-318-5072 | Email
410-318-5071

Matt has been with The Rosenwald Team since 2000. He earned the CERTIFIED FINANCIAL PLANNER™ certification in 2004. Matt’s primary focus is on providing personal wealth counseling by developing a comprehensive plan based on each client’s individual needs. He also focuses on family financial dynamics, working with families to create responsible management of generational wealth.

Matt is a graduate of Loyola College with a bachelor’s degree in economics.

Leksi Kovalerchik, RICP®

Senior Financial Associate

410-318-5073 | Email |
410-318-5071

Leksi joined The Rosenwald Team in 2005. As the team's Retirement Income Certified Professional, Leksi provides professional advice on a broad range of retirement topics using the most current techniques relevant to all stages of life. She is dedicated to helping clients create custom wealth-building plans that are tailored to their unique situation. She also focuses on education funding, insurance planning services, and credit and lending solutions.

Leksi volunteers at the Ronald McDonald House Charities of Baltimore as a member of the Red Shoe Crew serving dinners, coordinating activity hours, and planning the Annual Red Shoe Shuffle 5K.

Leksi graduated from Goucher College with a degree in Business Management and International Business, and is fluent in Russian.

Brennan Dunn

Registered Client Associate

410-318-5098 | Email
410-318-5071

Brennan started his financial services career with The Rosenwald Team in 2015. He performs an essential role in the day-to-day operations of the team, ensuring effective and efficient processing of all client requests. He is very dedicated to making sure our clients’ experience is exceptional.

Brennan graduated from Stevenson University with a degree in business administration.

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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