Broker Check

Our Team

Ed Rosenberg

President and CEO

941-366-8801

941-366-8443

[email protected]

With over 40 years of experience in the financial services industry, Ed Rosenberg has developed a practice based on providing his clients with a high level of professionalism and personal service. From 1984 to 1987 he served as President for Southern Florida Bank. In 1987, Ed entered the securities industry by joining Kidder-Peabody.

He later went on to work at Smith-Barney, UBS Paine-Webber, Morgan Keegan and more. As a Financial Advisor with Summit Brokerage and a 4-time member of their President's Club, Ed specializes in working with individuals constructing financial plans and portfolios to help meet each client’s individual objectives.

Ed is a native of New York and attended MBA courses in Finance and Economics at Pace University in New York. He and his wife Kathie have lived in the Sarasota area for over 40 years. Ed enjoys playing golf along with spending time with his four grand-kids.

Robert Rosenberg

Financial Advisor

941-366-8801

941-366-8443

[email protected]

Robert Rosenberg has 13 years of experience as a financial advisor.

As a Financial Advisor with Summit Brokerage, 2-time member of thier President's Club, and 2-time member of their Chairmen's club, Robert holds his Series 7, 66, 24 securities licenses and insurance licenses in AZ, FL, IL and MI. Along with working with individuals on their financial plans and portfolios, Bobby also works with numerous corporations and their employees on their retirement plans.

A native of Sarasota, Bobby attended Cardinal Mooney High School where he was a member of the National Honor Society and captain of the CMHS football team. He attended St. Johns University on an athletic scholarship where he was named to the dean's list in each of the semesters spent at St. Johns University and graduated Cum Laude in 2004. In 2002, Bobby was named to the I-AA All American Team as well as the I-AA All American Academic Team. He also set numerous school and national records. For his accomplishments Bobby was awarded the distinguished Bob Shepard award for MVP at St. Johns.

Bobby is married to his wife Kelly of nine years and they have a beautiful 8 year old daughter and a handsome 2 year old son. In his spare time Robert enjoys spending time with his wife, daughter and family, watching and playing all sports, and anything on the water especially fishing.

Kim Lappin

Executive Administrative Assistant & Client Service Associate

941-366-8801

941-366-8443

[email protected]

Kim Lappin has been an Executive Administrative Assistant & Client Service Associate for Rosenberg Asset Management since November 2005. She is a native of Ohio and moved to Sarasota in August of 1999. When arriving to Sarasota she began her career with Morgan Stanley in the operations area. After a year, Kim was promoted to Senior Sales Assistant where she assisted 13 brokers as well as new recruits. Kim has 6 years experience in the banking industry and 15 years in the investment industry. She was also a cheerleading coach for many years and taught professional cheer camps across the country. Kim has two children that she enjoys spending her free time with. She also has recently become a grandmother of her beautiful granddaughter, Ryan.