Jonathan D. Rosen

Mr. Rosen is an entrepreneur, wealth planning professional, and CEO of Entaire Global Companies, Inc. a financial services holding company specializing in leveraged strategies for retirement planning and wealth creation. Mr. Rosen is active in the Gwinnett County Chamber of Commerce to whose board he was named in 2009. Mr. Rosen was named one of Catalyst Magazine’s 25 Atlanta Entrepreneurs to Watch and was recognized by Gwinnett Magazine as one 2009’s People to Watch. Additionally, Mr. Rosen is the founder of The Wealth Builders Foundation for Economic Planning, Inc. a wealth management consultancy specializing in catering to the financial planning needs of high and ultra-high net worth individuals.

 

Mr. Rosen began his career as a healthcare management professional and has extensive experience in physician practice management at the corporate level. He was the founder and CEO of EVI Medical Management Systems, a firm that provided consulting services to physician’s practices. In this capacity, he managed multiple practice organizations, delivering a myriad of physician practice management services.

 

Mr. Rosen holds a bachelor’s degree in Economics from the Wharton School of Finance and Commerce of the University of Pennsylvania and attended Emory Law School. His areas of academic concentration and research have included insurance, risk management and healthcare management. Mr. Rosen has served as an adjunct instructor at the South Carolina School of Medicine in the area of wealth management. Over the years, he has become a noted speaker in the area of wealth building – his consulting clients include Sara Lee Corporation and Polo Ralph Lauren. Mr. Rosen is also co-inventor for 3 patents in area of Leveraged Planning™.