About Rafael Rosenthal
One of the founding members of DLR Group, Rafael Rosenthal has nearly three decades of experience in the private wealth management industry.
Rafael focuses his practice primarily on the key areas of asset allocation, cross-border specialization, global investment trends and wealth planning consulting. Rafael’s extensive experience working with Latin American clients from around the world has informed his global investment views. He is a strong advocate of a customized investment process that takes into account a client’s unique goals, risk tolerance and philosophy while providing guidance that is wholly without conflict.
Rafael began his career at Deutsche Bank in their Investment Banking division in 1992. He moved to ABN AMRO in 1998, where he continued to build his advisory business with various family offices, and high net worth individuals. Prior to joining Morgan Stanley, he was a Managing Director at Wells Fargo Advisors, International Private Client Services from 2015 – 2021. He earned the Director’s Council Premier Advisor Award for Extraordinary Client Service during his tenure.
In the US, Rafael is FINRA registered with Series 7 – General Securities Representative and Series 66 – Securities Agent and Investment Advisor Representative licenses. He is Fluent in English, Spanish, and German.
Rafael earned his Law Degree from University of Buenos Aires and he enjoys kayaking and hiking in his free time.
2024 Forbes Best-In- State Wealth Management Teams
Source: Forbes.com 2024. Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
Securities Agent: MI, WY, FL, NC, TX, DE, CT, AZ, NY, WI; General Securities Representative; Investment Advisor Representative
NMLS#: 2591178