Matt Rosenberg

Before 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 led acquisitions, dispositions, and asset management. Mr. Rosenberg also previously served as Vice President of 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 Master’s 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.

Phone: (970) 773-5300


Awards & Accomplishments:

  • Named to the 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)

RoseCap Financial Advisors

Independent. Unbiased. Fee-Only.