Meet the team
Our executive and senior leadership teams bring strong functional expertise and diverse perspectives to set strategic direction and support our Osaic communities.
Jeff Rosenthal
As Head of Osaic Advisory Services at Osaic, one of the nation's largest providers of wealth management solutions, Greg drives strategic business, sales and revenue growth for Osaic Advisory Solutions – Osaic’s hybrid, fee-centric RIA.
Since joining Triad in 2002, Jeff has focused on developing meaningful relationships and has worked across a range of roles at the firm, including SVP & Head of Osaic Advisory Services, and President & Chief Marketing Officer for Triad Advisors, where he transformed the firm into a nationally recognized hybrid-RIA leader.
Career summary
Before joining Triad, Jeff served as an Estate Planning Specialist with Hartford Life, helping successful financial professionals create and implement estate planning solutions for their clients. Before Hartford Life, he was an independent financial professional working with emerging-affluent and affluent business owners in and around Atlanta.
Jeff is a past board member for the Financial Services Institute, Investment Program Association, and BlueVault. He is currently registered with his Series 6, 7, 63, and 24 and is fully licensed for all life, health, and sickness products. Jeff lives in Atlanta with his wife and two children and is a graduate of the University of Georgia.