Michael Rosenbach

Michael Rosenbach is the founder of Solist Financial, a firm he launched in 2024 on the principles of independence and true fiduciary care designed to deliver client-first, end-to-end white glove service to those it serves. A graduate of Berkeley Preparatory School in Tampa, Florida, Michael went on to Brandeis University, where he was a student-athlete competing in Cross Country and Indoor and Outdoor Track while double majoring in Economics and Business with a focus on Finance.

Michael began his career at Bank of America Merrill Lynch, where he spent seven years and discovered his niche serving Ultra High Net Worth individuals and Family Office clients. He then spent three years at UBS, building a practice centered on the complex needs of affluent individuals and families, with a growing specialization in Puerto Rico tax benefit planning. That experience laid the foundation for Solist Financial, where he now brings the full breadth of his expertise to clients without the constraints of a traditional wirehouse.

Outside of Solist, Michael serves as a Cross Country Coach at Berkeley Preparatory School, giving back to the community that shaped him. He enjoys golfing, skiing, and spending time with his family.