Owen Rosebeck
Bio
Professional summary
Owen David Rosebeck's public IAPD report lists him as an Associate Wealth Advisor at Corient and formerly a Financial Analyst at Portola Partners. The public record does not show a current ICONIQ Capital role, but it does document investment-related advisory experience in Menlo Park and Miami.
Background
Career, education, and skills
Career history
- CorientAssociate Wealth Advisor2023 – Present
- Corient Services LLCEmployee2024 – Present
- Portola PartnersFinancial Analyst2020 – 2023
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