Eagle Rock, A Greenberg & Rapp Company Employee Directory

Q: What is Eagle Rock, A Greenberg & Rapp Company known for?

Eagle Rock, A Greenberg & Rapp Company was founded in 1994. Eagle Rock, A Greenberg & Rapp Company operates in the Financial Services industry.

Financial ServicesNew Jersey, United States11-50 Employees

Eagle Rock, a Greenberg and Rapp Company is a wealth management and consulting firm dedicated to helping clients solve their needs for estate planning, investment management, business continuation and personal income protection. Our familiarity with various creative strategies and techniques in the fields of estate planning, investments, insurance, and business planning, allows us to properly plan for the future of our clients and their family/business.

As a member of M Financial Group, we belong to the nation's premier financial services distribution partnerships, serving ultra-affluent individuals and Fortune 1000 companies through an exclusive network of over 100 of the Nation's most successful independent financial services firms.

Through our exclusive partnerships with many of the leading multi-billion dollar investment and insurance companies, we are able to provide specialized products and solutions required to satisfy the needs of the ultra-affluent market.

Disclaimer:
Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc. nor its Associated Persons/Affiliates and have not been reviewed by M Holdings Securities as to accuracy or completeness.
This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact us directly or consult another qualified professional.
The testimonials/ recommendations used do not pertain to the provision of investment advisory services, may not be representative of the experiences of other clients, and are not indicative of future performance or success. Securities and Advisory services offered through M Holdings Securities, Inc. Registered Broker/Dealer and Investment Advisor. Member FINRA/SIPC. Eagle Rock Wealth Management Inc and Greenberg & Rapp Financial Group are independently owned and operated.

Find Eagle Rock, A Greenberg & Rapp Company employees' phone numbers or email addresses

Eagle Rock, A Greenberg & Rapp Company Global Highlights

North America
47

United States Of America
47

Eagle Rock, A Greenberg & Rapp Company's Leadership

K. M. B.
Chief Finance / Chief Operating Officer
Mobile Phone
Email
R. M.
Chief Investment Officer/Portfolio Manager
Mobile Phone
Email
E. S.
Vice President Of Underwriting
Mobile Phone
Email
T. R.
Vice President - Private Wealth Solutions
Mobile Phone
Email
T. R.
Founding Partner
Mobile Phone
Email
P. M.
Managing Partner
Mobile Phone
Email
M. P.
Financial Advisor, Rjfs | Vice President
Mobile Phone
Email
T. K. B.
Wealth Advisor, Senior Vice President
Mobile Phone
Email

Eagle Rock, A Greenberg & Rapp Company Employee Metrics

100%

50%

0%

2026

2025

Banking
Community & Social Services
Finance
Accounting
Administrative
Other
Analytics

Contact profiles from Eagle Rock, A Greenberg & Rapp Company

Name

Title

Contact Info

Location

Last Update

T. R.
Founding Partner
Mobile Phone
Email
United StatesNew Jersey
Jan 20, 2026
P. M.
Managing Partner
Mobile Phone
Email
United StatesNew Jersey
Jan 28, 2026
K. M. B.
Chief Finance / Chief Operating Officer
Mobile Phone
Email
United StatesNew Jersey
Jan 20, 2026
R. M.
Chief Investment Officer/Portfolio Manager
Mobile Phone
Email
United StatesNew Jersey
Oct 16, 2024
M. P.
Financial Advisor, Rjfs | Vice President
Mobile Phone
Email
United StatesNew York
Jan 29, 2026
T. K. B.
Wealth Advisor, Senior Vice President
Mobile Phone
Email
United StatesNew Jersey
Jan 20, 2026
J. G.
Financial Advisor - Vice President
Mobile Phone
Email
United States
Jan 20, 2026
E. S.
Vice President Of Underwriting
Mobile Phone
Email
UNITED STATES
Oct 22, 2024
K. B.
Associate Vice President, Client Services
Mobile Phone
Email
UNITED STATES
Jun 21, 2025
R. P.
Financial Advisor / Vice President - Client Services
Mobile Phone
Email
UNITED STATES
Oct 13, 2025

Frequently Asked Questions

What is Eagle Rock, A Greenberg & Rapp Company known for?

Eagle Rock, A Greenberg & Rapp Company was founded in 1994 operates in the Financial Services industry. The company's main headquarters is located in 67 East Park Place Suite 750 Morristown, New Jersey 07960 United States. Explore Eagle Rock, A Greenberg & Rapp Company's company overview page for more information.

What is Eagle Rock, A Greenberg & Rapp Company's most common email format?

Eagle Rock, A Greenberg & Rapp Company employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Eagle Rock, A Greenberg & Rapp Company email formats with LeadIQ.

How many employees does Eagle Rock, A Greenberg & Rapp Company have currently?

Eagle Rock, A Greenberg & Rapp Company has approximately 32 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Eagle Rock, A Greenberg & Rapp Company's key employees and leadership?

As of February 2026, Eagle Rock, A Greenberg & Rapp Company's key employees include:

Chief Finance / Chief Operating Officer: K. M. B.
Chief Investment Officer/Portfolio Manager: R. M.
Vice President Of Underwriting: E. S.
Vice President - Private Wealth Solutions: T. R.
Founding Partner: T. R.

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