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Thomas Rozman
Chief Investment Officer at
Simplicity Wealth LLC
Profile
Mr. Thomas J.
Rozman is a Chief Investment Officer at Simplicity Wealth LLC.
Mr. Rozman was previously employed as a Partner & Chief Investment Officer by Simplicity Solutions LLC and a Vice President-Sales by DST Brokerage Solutions LLC.
He received his undergraduate degree from Boston College and an MBA from The University of Chicago.
Thomas Rozman active positions
| Companies | Position | Start |
|---|---|---|
Simplicity Wealth LLC
 Simplicity Wealth LLC Investment ManagersFinance Simplicity Wealth offers a series of diversified, institutional-quality portfolios that are structured towards select investment goals and preferences. The firm seeks to deliver optimal total return through an actively managed, unconstrained investment approach. They aim to remain extensively diversified across traditional and specialized investment types. | Chief Investment Officer | 01/01/2022 |
Former positions of Thomas Rozman
| Companies | Position | End |
|---|---|---|
Simplicity Solutions LLC
 Simplicity Solutions LLC Investment ManagersFinance Simplicity Solutions creates investment strategy that is consistent with the client’s goals, objectives and financial situation. | President | 01/09/2021 |
DST Brokerage Solutions LLC
 DST Brokerage Solutions LLC Investment Banks/BrokersFinance Provide designed solutions to fit the needs of broker-dealers, enabling fully integrated, seamless communications between fellow broker-dealer desktops, back offices and asset management platforms | Sales & Marketing | 01/06/2016 |
Training of Thomas Rozman
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
2
1st degree connections
5
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
Boston College
 Boston College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The University of Chicago
 The University of Chicago Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
DST Brokerage Solutions LLC
DST Brokerage Solutions LLC Investment Banks/BrokersFinance Provide designed solutions to fit the needs of broker-dealers, enabling fully integrated, seamless communications between fellow broker-dealer desktops, back offices and asset management platforms | Finance |
Simplicity Solutions LLC
Simplicity Solutions LLC Investment ManagersFinance Simplicity Solutions creates investment strategy that is consistent with the client’s goals, objectives and financial situation. | Finance |
Simplicity Wealth LLC
Simplicity Wealth LLC Investment ManagersFinance Simplicity Wealth offers a series of diversified, institutional-quality portfolios that are structured towards select investment goals and preferences. The firm seeks to deliver optimal total return through an actively managed, unconstrained investment approach. They aim to remain extensively diversified across traditional and specialized investment types. | Finance |
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