Gregory Rosson

Investment Analyst

Role
Brokerage Services Investment Analyst at Northwestern Mutual
Location
Greenville, SC, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Gregory Rosson

As an Associate Wealth Management Advisor at Upstate Legacy Planning Group, I’m focused on learning and developing my expertise in financial planning and wealth management. While I assist in supporting clients and learning from experienced advisors, my interest is in expanding my knowledge of financial markets, particularly in derivatives and risk mitigation strategies. I\'m also preparing for the CFA exams, which is a key step in my professional growth. Outside of work, I’m an avid rock climber and motorsports enthusiast, particularly drawn to the precision and strategy of F1 and GT3 racing. I enjoy connecting with others in the finance and investment community, always looking to broaden my horizons for the future.

Experience

  1. Brokerage Services Investment Analyst

    Northwestern Mutual

    Jul 2025 — Present

Education

  • Spartanburg Community College

    Associate of Arts - AA

    2022 — 2024

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Gregory Rosson — Brokerage Services Investment Analyst at Northwestern Mutual in Greenville, SC, US | Unifers