Rosalind joined Waverly Advisors in May of 2024 after the acquisition of Derbend Asset Management. She serves as a Senior Client Service Associate at the firm. In her role, Rosalind provides client support including account applications, custodial paperwork, and money movements. She works directly with a variety of custodians where she establishes, maintains, and updates all new and existing client accounts.
Rosalind studied at Emory University and Georgia State University. Additionally, she has her Series 65 certification as a Financial Planner, and she is a Notary Public for the state of Georgia. Beyond what she has learned from her educational pursuits, Rosalind has noticed that she learns daily from helping each unique client.
Originally from Brooklyn, NY, Rosalind resides in Jonesboro with her family. She enjoys exploring the many festivals that Georgia has to offer; music, arts and crafts, wine, food, film… she loves them all!