Kelly Wealth Management at HighTower Launches KWM Sports & Entertainment
Veteran sports agent Richard Rosa to lead new division specializing in professional athletes, coaches, entertainers
HUNT VALLEY, Md., June 1, 2015 /PRNewswire/ -- Kelly Wealth Management at HighTower launches KWM Sports & Entertainment under the leadership of Managing Director and Partner Richard Rosa. The new division works with professional athletes, coaches and entertainers in the areas of financial planning, budgeting, cash flow analysis and portfolio management.
"This exciting step forward for Kelly Wealth Management exemplifies HighTower's commitment to innovation and growth," said Michael Parker, National Director, Enterprise Development. "The HighTower culture actively supports teams like KWM that seize creative opportunities to build their practices and find new ways to meet the needs of their clients."
"Rich brings leadership, passion and unparalleled expertise to HighTower," added Leo Kelly, Managing Director and Partner, Kelly Wealth Management. "There is no better person to spearhead KWM Sports & Entertainment, and we are proud to welcome him to our team."
For 22 years, Mr. Rosa served as a Principal and Sports Agent at Eastern Athletic Services (EAS) located in Sparks, Maryland. At EAS, he represented top NFL players and coaches, negotiating contracts to secure the long-term financial futures of his clients, while helping to establish the agency as one of the most respected and successful names in sports management. Mr. Rosa and EAS will maintain a partnership to ensure that mutual clients continue to receive the full-service experience they know and value.
"Athletes and entertainers face intense pressure and temptation, but many do not receive the education and counsel they need in order to plan for a secure financial future," said Mr. Rosa. "The professionals at Kelly Wealth Management approach these clients' unique challenges in a transparent, knowledgeable way that helps ensure prudent life decisions, and I am honored to become part of their distinguished team."
KWM Sports & Entertainment is Kelly Wealth Management at HighTower's second new venture for 2015. Earlier this year, the team established their KWM Cares charitable giving division, through which the firm volunteers and contributes philanthropic support to local charities and causes in the Baltimore area.
For media inquiries, please contact Melinda Brodbeck, Jennifer Connelly Public Relations (JCPR), at 973-850-7348 or [email protected].
About HighTower
HighTower is an industry-leading financial services firm offering a unique platform that blends objective wealth management advice with innovative technology. Our dedication to transparency in wealth management for investors and comprehensive support for independent advisors sets us apart. See www.hightoweradvisors.com.
SOURCE HighTower
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