Simon C Rosenberg, CPA, CFA
Founder, Portfolio Manager
Homestead Financial PartnersInstructor's Course List
About The InstructorFounder and Portfolio Manager
Homestead Financial Partners
Simon Rosenberg is the founder and Portfolio Manager at Homestead Financial Partners, a value-oriented investment manager based in Tampa, FL. Prior to founding Homestead, he served as Portfolio Manager and Senior Research Analyst at Snow Capital Management in Pittsburgh, PA and Portfolio Manager at Sabal Trust in St. Petersburg, FL. During his thirteen-year tenure in the asset management industry, Simon has overseen five strategies totaling more than $4 billion with a focus on income producing equities. Simon earned an MBA from Carnegie Mellon University, BS degrees in Accounting and Finance from Florida State University and holds CPA and CFA designations.