• Gary Rosen, CIMA®

    Managing Director

Gary is a founding partner of Constantine Wealth Management. He takes pride in helping clients navigate ever-changing, and sometimes challenging financial markets. His extensive experience and continued training over 25 years in the industry reinforce his dedication to delivering meaningful financial advice and personalized service to the clients he serves.

As a Certified Investment Management Analyst®, Gary applies state-of-the-art investment theory to assist clients in making prudent investment decisions. The CIMA® certification identifies individuals who have met extensive experience and ethical requirements and successfully completed advanced investment management consulting coursework provided through The Wharton School, University of Pennsylvania and The University of Chicago Booth School of Business.

Before joining Raymond James, Gary was Managing Director - Investments with Wells Fargo Advisors where he also served as an Ambassador for the firm. Prior to that, he was an Associate Vice President with Morgan Stanley. Respected in his field, he has been recognized by Forbes, Inc. among its Best-In-State Wealth Advisors* in New Jersey in 2018 and was a longtime member of the Wells Fargo Advisors Chairman’s Council, the highest honor the firm can bestow. As a longstanding Premier Advisor, he has demonstrated an ability to deliver exceptional service to his clients.

Gary earned a bachelor’s degree in international relations from Clark University. For nine years, he was a member of the university’s Alumni and Parent Admission Program.

Gary serves on the advisory board for the Songs of Love Foundation and co-chairs the annual golf outing and benefit concert. He was previously a youth soccer coach for the Wayne Boys & Girls Club. He enjoys golfing, skiing, hiking, traveling and listening to live music in his spare time.

Originally from Harrington Park, he currently resides in Franklin Lakes, New Jersey. He and his wife, Susan, have three children, Joshua, Rachel and Harry.

*The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research is based on an algorithm of qualitative criteria and quantitative data. Those advisors that are considered have a minimum of 7 years of experience, and the algorithm weighs factors like revenue trends, AUM, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of 21,138 advisors nominated by their firms, 2,213 received the award. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC.

Investments & Wealth Institute (The Institute) is the owner of the certification marks ”CIMA®,“ and ”Certified Investment Management Analyst®.“ Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.