Todd Rosman

Company: CAIS

Position: Director, Head of Central Region for CAIS Structured Investments

Todd Rosman is a Director in the Structured Investments team at CAIS, leading our Central Region’s client coverage and product specialist team. Todd supports Registered Investment Advisors and Independent Broker Dealers as they navigate the landscape of structured investments, by leading with education, and helping advisors structure unique strategies to implement into client portfolios. Prior to CAIS, Todd spent 5 years at UBS Wealth Management, where he started his career and spent most of his time working with advisors as part of UBS’s Structured Solutions Group. Todd graduated from Rutgers University, where he received his Bachelor of Science in Finance; he also holds FINRA Series 7 and 66 licenses.