![]() ![]() Since entering the financial services industry more than five decades ago, he has worked through numerous types of market environments, giving him an uncommon perspective on helping clients growing and preserving wealth long-term. George Strum is a highly experienced financial advisor with Morgan Stanley in Baltimore, MD, who works exclusively with high net worth investors. She lives in Pikesville with her husband and sons. Avigail graduated from the University of Texas and holds a BA in Economics and an MBA in Finance. Avigail also volunteers at a local high school teaching students about economics and investing, as she is especially passionate about educating younger generations on financial literacy. On a smaller scale, Avigail actively volunteers for “Sister to Sister”, an organization that helps newly divorced woman with career counseling and financial education. In addition, Avigail is working closely with several national foundations in an effort to secure funding for pediatric cancer research. She now proudly serves, as the sole woman, on Chai Lifeline’s national board and is actively engaged in helping the 6000 children the organization services. One of Avigail’s biggest personal accomplishments was leading the team that opened, and funded, the Mid Atlantic office for Chai Lifeline - an organization whose mission is to help children with cancer and other life threatening diseases. ![]() ![]() The process consists of three major components: maximizing business value, personal financial planning, and life after business planning. Proper exit planning is about building, harvesting, and preserving family wealth for generations while integrating best-in-class business practices into daily operations. She is also the fixed income strategist for the team.Īvigail has attained her Certified Exit Planning Advisor (CEPA ®) designation, and is trained in the field of exit planning. She devotes much of her time to building customized portfolios, reviewing portfolios, and conducting due diligence on our investment managers. Avigail leads the Quarry Lake Group and primarily oversees analytical investment programs for high net worth and institutional clients. Avigail Rosemore, is a Senior Vice President, and a seasoned wealth advisor of over 25 years. ![]()
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