Tag Archives: Investing Philosophy


1. Meet Stephen Rosen, AIF®, CEPA®

Do you invest your money strictly in stocks and bonds? If so, it’s time to change that. 

Welcome to Approach Investing Differently with Stephen Rosen, AIF®, CEPA® from Hightower Bethesda!

In this episode, get to know Stephen Rosen AIF®, CEPA® as he shares why he is passionate about alternative investments like hedge funds, private equity and real estate. He describes his ideal client, and explains why client education is so important when it comes to alternative investing—and how he does it.

Stephen discusses:

  • Why he feels that investors should consider alternative investments like private equity, hedge funds and real estate
  • The educational approach of his practice as it relates to alternatives
  • His investment philosophy
  • And more

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