Shufro, Rose & Co., LLC Employee Directory

Q: What is Shufro, Rose & Co., LLC known for?

Shufro, Rose & Co., LLC was founded in 1938. Shufro, Rose & Co., LLC operates in the Investment Management industry.

Q: How many employees does Shufro, Rose & Co., LLC have currently?

Shufro, Rose & Co., LLC has approximately 29 employees.

Investment ManagementNew York, United States11-50 Employees

Shufro Rose has been providing Wealth Management Services, Customized Financial Planning, Estate Planning, Tax Planning, Retirement Planning, and Risk Management Services for over 80 years and counting. We advise the fourth successive generation of many families on a wide range of financial decisions.

We have a talented team of Wealth Managers and Financial Advisors delivering highly customized financial solutions to our diverse array of clients.

Our mission is to provide thoughtful financial advice and creative solutions when planning for your future, helping you manage any surprises along the way.

We want to hear what is important to you, surround you with a strong team, and implement appropriate investment strategies each step of the way.

So you and your family can focus on all the things that matter most.

Find Shufro, Rose & Co., LLC employees' phone numbers or email addresses

Shufro, Rose & Co., LLC Global Highlights

North America
34

United States Of America
34

Shufro, Rose & Co., LLC's Leadership

M. E.
Chief Operating Officer
Mobile Phone
Email
T. K.
Vice President & Platform Manager
Mobile Phone
Email
M. H.
Vice President And Financial Advisor
Mobile Phone
Email
A. S.
Vice President, Investment Solutions
Mobile Phone
Email
K. L.
Vice President, Compliance & Operations And Manager – Client Relations, The Wacht Group
Mobile Phone
Email
H. M.
Director Of Operations
Mobile Phone
Email
E. B.
Manager - Client Relations
Mobile Phone
Email
V. P.
Manager - Client Relations
Mobile Phone
Email

Contact profiles from Shufro, Rose & Co., LLC

Name

Title

Contact Info

Location

Last Update

G. C.
Wealth Planning Analyst
Mobile Phone
Email
United StatesNew York
Sep 11, 2025
A. A.
Financial Planner
Mobile Phone
Email
United StatesNew York
Oct 23, 2025
L. A.
Wealth Planning Analyst
Mobile Phone
Email
United StatesNew York
Nov 13, 2025
N. W.
Administrative Assistant
Mobile Phone
Email
Nov 17, 2025
K. E.
Administrative Assistant
Mobile Phone
Email
United States
Sep 11, 2025
K. M.
Client Services Associate
Mobile Phone
Email
United StatesNew York
Apr 24, 2025
R. O.
Executive Vp - Senior Fa & Head Of Wealth Planning (cl & Sg Groups)
Mobile Phone
Email
United StatesNew York
Aug 11, 2025

Frequently Asked Questions

What is Shufro, Rose & Co., LLC known for?

Shufro, Rose & Co., LLC was founded in 1938 operates in the Investment Management industry; you can contact the main corporate office by phone at

+1-212-754-****

. Explore Shufro, Rose & Co., LLC's company overview page for more information.

What is Shufro, Rose & Co., LLC's most common email format?

Shufro, Rose & Co., LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Shufro, Rose & Co., LLC email formats with LeadIQ.

How many employees does Shufro, Rose & Co., LLC have currently?

Shufro, Rose & Co., LLC has approximately 29 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Shufro, Rose & Co., LLC's key employees and leadership?

As of December 2025, Shufro, Rose & Co., LLC's key employees include:

Chief Operating Officer: M. E.
Vice President & Platform Manager: T. K.
Vice President And Financial Advisor: M. H.
Vice President, Investment Solutions: A. S.
Vice President, Compliance & Operations And Manager – Client Relations, The Wacht Group: K. L.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking