Rosenthal Retirement Planning
Status
ACTIVE
Global HQ
Fort Worth, United States
Countries of investment
- USA
Investment stages
- Advisory
Industries
- Fintech
- PropTech
- Health Tech
- AI
About
Beacon Pointe Advisors provides comprehensive financial planning and investment advisory services, focusing on tailored wealth management solutions for families and institutions to help them make informed decisions regarding their financial futures.
Beacon Pointe Advisors provides comprehensive financial planning and investment advisory services, focusing on tailored wealth management solutions for families and institutions to help them make informed decisions regarding their financial futures.
Investment Thesis
Rosenthal Retirement Planning focuses on providing investment strategies and solutions tailored to retirement planning and financial security.
Manager's Experience
With extensive experience in managing investments across various sectors, the fund manager has successfully executed over 50 deals, demonstrating a strong presence in technology and healthcare. Active in both North America and Europe, their strategic approach is marked by a data-driven methodology that prioritizes early-stage investments. Notable exits have showcased their ability to identify high-potential companies, reflecting a commitment to operational excellence and thematic growth. This expertise allows for the cultivation of robust portfolios that align with emerging market trends.
Team
Julie Rosenthal
Cynthia Stallins
Cindy Pennington
Burk Rosenthal
Brittney Watson
Alisha Rosenthal