Kelly Wealth Management (KWM) at HighTower has launched a new division to work with professional athletes, coaches and entertainers, Financial Advisor has reported.
The new division will be called KWM Sports & Entertainment and will operate from Hunt Valley, Maryland. It will deal with financial planning, budgeting, cash flow analysis and portfolio management for sports and entertainment figures.
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The unit will be headed by Richard Rosa, managing director and partner.
Prior to joining KWM, Rosa represented NFL players and coaches working as a principal and sports agent at Eastern Athletic Services in Sparks.
Kelly Wealth Management national director for enterprise development Michael Parker said: "This exciting step forward for Kelly Wealth Management exemplifies Hightower’s commitment to innovation and growth."
Rosa commented: "Athletes and entertainers face intense pressure and temptation, but many do not receive the education and counsel they need in order to plan for a secure financial future,
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By GlobalData"The professionals at Kelly Wealth Management approach these clients’ unique challenges in a transparent, knowledgeable way that helps ensure prudent life decisions, and I am honored to become part of their distinguished team."
