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Ethan Rosenbloom, CFP®

Financial Planning Analyst

Ethan builds financial plans and provides recommendations to help clients achieve their short and long-term financial goals. He came to GCG after spending three years at Discovery Group, a micro-cap, long only fund that manages $350 million. While at Discovery, Ethan helped lead the firm’s accounting, compliance, and operations efforts.

Education:  B.S. in Finance, Indiana University’s Kelley School of Business

Credentials: Certified Financial Planner (CFP®)

Registered Representative with Triad Advisors, LLC and an Investment Advisor Representative with Alera Investment Advisors, LLC.  Triad Advisors LLC and Alera Investment Advisors, LLC are not affiliated.