Lori
WassermanManaging Director

Ms. Wasserman joined Rose & Company from Tellson Securities, where she was a Managing Director responsible for raising private capital for emerging growth and mid-sized companies. Prior to joining Tellson, Ms. Wasserman served as Chief Operating Officer and a Partner of TC Partners, a long/short equity hedge fund. Ms. Wasserman has extensive experience in Institutional Equity Research Sales having served as an Executive Director at Nomura Securities, JPMorgan, Bear Stearns, and Lehman Brothers where she managed institutional relationships with large mutual funds, sovereign wealth funds, and hedge funds. She earned client trust by gaining a true understanding of their investment “process” and providing exemplary service, analysis, and communication.