Education & Certifications
MBA - Finance, Concordia University-Wisconsin
BA - Business Administration, Taylor University
Certified Behavioral Finance Analyst (CBFA) certification from the AGI Center for Behavioral Finance
Investment Adviser Representative License (Series 65)
Organization Involvement
Taylor University Board of Trustees – Board Vice Chair
Eastbrook Academy - Board Member
Port Washington State Bank - Bank Director
Manuel Rosado
President/Partner
MBA
Manuel, an industry expert, serves as President and Partner at Spectrum. He is instrumental in setting the firm's strategic direction and overseeing its day-to-day operations. With a deep understanding of fiduciary standards and behavioral finance, Manuel has a proven track record of helping companies implement successful retirement programs. His expertise in applying these concepts to investment management enables him to deliver actionable solutions that drive positive outcomes for the firm.
Manuel, a native of Puerto Rico, is fluent in Spanish. He and his wife are the proud parents of two adult children. Outside of his family life, Manuel is a passionate fan of the Milwaukee Bucks.
Industry Start Date:
1998
Spectrum Start Date:
2005
Fun Fact:
Manuel coached multiple youth sports including high school volleyball and enjoys travel, golf, pickleball, and the outdoors.
Embodying Spectrum’s Principles
One of the joys of leading the team is the ability to celebrate accomplishments and honor special occasions. Whether it is work anniversaries, weddings, new babies, or awards, we make it a priority to celebrate every milestone achieved by everyone in the team. It is a powerful way to bond with others, foster a sense of belonging, and ensure everyone feel appreciated.
Being an advisor is all about helping clients achieve their financial goals. But early on I learned that it was important for me to understand what drives them. I needed to know about their families and their values to be that trusted partner. Today, I consider many of my clients and business partners to be personal friends built on a foundation of trust and understanding.