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OUR MISSION IS TO HELP YOU ACHIEVE YOUR FINANCIAL GOAL(S).
Portfolio Management
Financial Planning
Tax & Accounting
Retirement Plans
RoseCap Financial Team
Matthew H. Rosenberg
CFA, CPA/PFS
Matt Rosenberg, CFA, CPA/PFS
Phone: (970) 773-5300
Email: matt.rosenberg@rosecap.com
Awards & Accomplishments:
- Named to National CPA Financial Literacy Commission (2019)
- AICPA Outstanding Young CPA of the Year (2018)
- Standing Ovation Award for Excellence in Personal Financial Planning (AICPA, 2018)
- Received tenure as faculty at Colorado Mesa University, Finance/Accounting (2017)
Prior to founding RoseCap, Mr. Rosenberg was Managing Director with Jackson Oats Shaw Corporate Real Estate, a privately held real estate investment firm in Atlanta, GA, where he lead acquisitions, dispositions, and asset management. Mr. Rosenberg also previously served as Vice President with General Electric’s Commercial Finance division. He started his career in investment banking, underwriting and syndicating leveraged loans and high yield bonds for Wachovia Securities in Charlotte, NC. While starting RoseCap, Mr. Rosenberg was full-time faculty at Colorado Mesa University, located in Grand Junction, CO, where he taught at both the graduate and undergraduate levels. In 2017 he was awarded tenure as a professor of Finance. His course offerings have included Fundamentals of Investments, Portfolio Management, Financial Strategy (MBA), International Finance, Risk Management, Accounting (MBA), Insurance, and Corporate Finance.
Mr. Rosenberg received his Masters degree in Accounting and Bachelor of Business Administration from The University of Texas, at Austin, where he was a member of the 2002 National Championship baseball team and commencement speaker for his graduating class. Mr. Rosenberg has served (or currently serves) on the board of directors for many local organizations, including: the GJ Chamber of Commerce, the STRiVE Foundation, Back the Badge, Hilltop Community Resources, and the GJ Community Hospital Foundation. In his free time, he enjoys reading, competing in numerous sports, and spending time with his family.
Ethan H. Corman
CFA, CAIA
Ethan H. Corman - CFA, CAIA
Phone: (970) 773-5300
Email: ethan.corman@rosecap.com
Ethan joined RoseCap in 2013 as a Financial Analyst and was promoted to Portfolio Manager in 2018. In this role, he serves RoseCap clients by taking their unique investment circumstances (as described in Investment Policy Statement of each client) and translating them into a portfolio of securities that aims to provide the client with the highest probability of achieving their financial goal(s). He also monitors client portfolios for rebalancing, gain/loss harvesting, and other ongoing portfolio needs. Ethan has a strong interest in investment research, financial analysis, and continuous improvement of existing RoseCap portfolio management processes.
Mr. Corman has earned designations from both the Chartered Financial Analyst (CFA) Institute and the Chartered Alternative Investment Analyst (CAIA) Association, demonstrating knowledge and expertise gained from hundreds of hours of post graduate studies and real-world application of financial theory. Ethan is a graduate of Colorado Mesa University with a finance concentration and a United States Air Force veteran who served in Operation Enduring Freedom following the attacks on 9/11. Outside of work, Ethan spends time with his wife and two kids; exploring the country, enjoying baseball games, and reading history.
Autumn Schultz
Office Manager
Office Manager
Autumn Schultz, Client Support Specialist
Phone: (970) 773-5300
Email: autumn.schultz@rosecap.com
Autumn joined the team at RoseCap Financial in January 2019. As the Client Support Specialist, Autumn is here to help ensure that you have a great experience with us. Her job is to work directly with the clients with set up of new accounts, transferring accounts, website use and questions, and offering general support for special circumstances that may exist. Prior to joining RoseCap Financial, Autumn worked in Customer Service and Management for over 15 years. Autumn loves working with people whether it is teaching, problem solving, or just helping with any questions you may have. Outside of work, Autumn spends time with her husband, daughter, and dog. They love to find new adventures and enjoy living in the Grand Valley where they have access to so many recreational activities. Don’t hesitate to reach out to Autumn if you have any questions or just want to say hi!
Nancy Harward
CPA
Nancy Harward, CPA
Phone: (970) 773-5300
Email: nancy.harward@rosecap.com
As Principal at RoseCap Tax & Accounting, Nancy brings more than fifteen years of extensive corporate and personal tax and accounting experience to the firm. Prior to joining RoseCap, Nancy was a Tax Manager with Eide Bailly where she spent 13 years advancing to a leadership position and serving multiple key roles within the firm. These included the State and Local Income Tax group and the Colorado Philanthropic group, where she coordinated volunteer activities within the Colorado offices. As a strong supporter of charity and philanthropic work, some of her favorite organizations to give back to are local food banks and international organizations such as Operation Underground Railroad and Habitat for Humanity. Nancy received her Bachelor of Science in Public Accounting with a minor in Business Administration from Colorado Mesa University, graduating with honors and receiving the Outstanding Women in Accounting Award. During that time, she spent three years as a bookkeeper and accounting assistant. Outside of work, Nancy is passionate about education for herself and her clients. She loves spending time with her family, camping, hiking, and volunteering.
Sarah Graff
Client Service Administrator
Client Service Administrator
Sarah Graff, Client Service Administrator
Phone: (970) 773-5300
Email: sarah.graff@rosecap.com
As a Client Service Administrator, Sarah brings 14 years of banking and wealth management experience to the firm. Prior to joining RoseCap, Sarah was the Director of Operations at Alpine Bank Wealth Management. Her experience includes client relations and account administration, investment management, operations, and compliance. Sarah is a Grand Junction native and graduate of Colorado Mesa University where she earned a Bachelor of Arts degree in Kinesiology. Sarah is also a graduate of Colorado State University – Global where so earned a Bachelor of Science degree in Accounting. She a Certified IRA Services Professional (CISP), an Accredited Fiduciary Investment Manager (AFIM), a Certified Bank Secrecy Act/Anti-Money Laundering Professional (CBAP), and a Certified Fiduciary and Investment Risk Specialist (CFIRS). Next, she is pursing the Certified Financial Planner designation. She enjoys working with people and building strong relationships. Sarah enjoys spending time with her family, sports, and photography.
Alyssa Lehmann
Accounting Services
Alyssa Lehmann
Phone: (970) 773-5300
Email: alyssa.lehmann@rosecap.com
Alyssa joined the RoseCap team in 2022. She brought with her more than ten years experience in Bookkeeping and Payroll. Alyssa also has a background in Governmental Auditing. In 2019, Alyssa received her Bachelor of Science in Accounting from Colorado Mesa University.
Alyssa enjoys Bookkeeping and Payroll services best of all the accounting disciplines because she can build strong relationships with her clients and can gain a deep understanding of their companies. She is passionate about helping her clients create and maintain useful accounting books, not just books for the sole purpose of filing a tax return at year end. She loves to look for patterns and enjoys helping clients to recognize trends within their company.
On her free time, Alyssa enjoys writing her novels. She also loves spending time with her family traveling, playing board games, or watching the latest Disney movie!
Skyler Russell
Tax Associate
Skyler Russell
Phone: (970) 773-5300
Email: skyler.russell@rosecap.com
Skyler joined the team at RoseCap Tax & Accounting in 2022 as a tax associate. As a tax associate she is here to assist clients with gathering tax information, tax returns, scheduling meetings and offering support for any tax related needs. Skyler is working towards obtaining her Enrolled Agent certification. Prior to joining RoseCap, Skyler worked in customer service while earning her bachelor’s degree in Political Science and Pre-Law at Colorado Mesa University. During her summers Skyler would head back to her hometown of Chicago and work as a payroll and bookkeeping tax assistant. Outside of work in her free time, she enjoys painting and taking her cat on hikes.
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RoseCap Investment Advisors is a registered investment advisor with the SEC. Information presented is for educational purposes only and is not an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and are not guaranteed. The content of the videos on this site does not take into consideration your unique financial circumstances and are not investments advice. You should consult with a qualified financial advisor and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance. The videos may discuss and display charts, graphs, or formulas which are not intended to be used by themselves to determine which securities to buy or sell, or when to buy or sell them. Such charts and graphs offer limited information and should not be used on their own to make investment decisions. If you have questions about the information presented or it’s application to you please contact RoseCap Financial or your investment advisor.
