

The Gottlieb Rose Group

Our Mission Statement
Welcome!
At the Gottlieb Rose Group, we recognize that your wealth is about more than finances; it is about your commitment to those you love, the ideals you stand for and the legacy you want to leave for the next generation and beyond. We want to be the team you turn to for insight on any issue that touches your financial life—and exceed your expectations with the level of dedication and attention we provide you.
As a boutique Private Wealth Management team, with over $1.6 billion assets under management, our priority is doing the best we can for our clients every day. With over 75 years of collective experience, you can expect thoughtful advice and real-world experience serving a diverse and exclusive group of clients.
Most recent recognition:
Forbes Best-in-State Wealth Management Teams (2024, 2025) – Gottlieb Rose Group
Source: Forbes.com (Jan 2024) 2024 Forbes Best-In-State Wealth Management Teams ranking awarded in 2024. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) for the period from 3/31/22–3/31/23.
About PWM
- Manage investments with an unwavering focus on your financial strategy and personal goals
- Create comprehensive, multigenerational wealth management plans based on your needs, challenges and the values that guide your life and legacy
- Simplify financial complexity to help you achieve clarity and control
- Approximately 350 teams1 specialized in assisting individuals and families with $20MM+ in investable assets
- Over $980 billion in AUM1
- Comprising 23% of the Barron’s Top 250 Private Wealth Management Teams for 2024
- Direct access to ultra high net worth experts in philanthropy, family dynamics, wealth transfer, lifestyle advisory and other areas of interest to ultra high net worth families
Location
Meet The Gottlieb Rose Group
About Me
Rachel dedicates her time to give back to the community. She is a volunteer for Savvy Ladies, a financial advice hotline for women.
Outside of work, Rachel loves cooking, running, and spending time with her husband, Josh and their two children, Zac and Lexi. Rachel and her family live in Scarsdale, NY and she enjoys spending time in the summer at the beach in the Hamptons.
About Me
William is very active in the community, having held various positions at New York Chapter of the Crohns and Colitis Foundation, including President, Vice President, and currently Treasurer. In 2018, William was honored at the annual Crohn's and Colitis Foundation Gala as the "Man of the Year." Will is also actively involved in the local chapters of UJA and Chabad.
Outside of the office, William enjoys spending quality time with his family. He can often be found cheering on his sons, Jagger and Bodie, at their sports events. An avid fitness enthusiast, he enjoys running, working out and skiing whenever he gets the chance. He resides in Woodcliff Lake, NJ with his wife Devyn, sons, and dog Nova. William treasures moments spent enjoying Montauk sunsets with family & friends.
About Kayla Gager
Kayla focuses on analyzing all aspects of the portfolio. She prepares tailored investment solutions and wealth planning strategies based on clients' specific financial goals and objectives.
She graduated from Syracuse University with a B.A. in Finance. Her licenses include the Series 7, 63 and 65. Kayla lives in Brooklyn with her husband and enjoys seeing live music, hiking, and traveling.
About Kasten Carter
Kasten focuses on relationship management, trading, advisory account maintenance, and alternative investment placements. Kasten’s in-depth knowledge of account and investment maintenance help deliver tailored wealth management solutions.
Kasten graduated from SUNY Albany with a B.A. in Finance & Management. He holds Series 7 and Series 66 licenses.
Kasten and his wife live in East Moriches, NY with their dog, Mika. Kasten enjoys golfing, boating, and heading to the beach with friends and family.
About Julia Lajeunesse
As a Business Development Associate, Julia focuses on the growth of the business including new client opportunities, content and marketing, and strategic event planning.
She graduated Cum Laude from Miami University with a B.A. in Finance. Her professional licenses include the Series 7 and 66 designations.
She lives in New York City with her fiancé and enjoys skiing, traveling and is involved with Big Brothers Big Sisters of New York and CURE Epilepsy.
Disclosure: Asset Allocation does not assure a profit or protect against loss in declining financial markets.
About Mary Zwaan
Mary's professional licenses include the Series 7, Series 66, and Series 63 as well as the Life, Accident, & Health Insurance license.

Contact Rachel Gottlieb

Contact William Rose
Portfolio Insights
Managing Significant Wealth
- Investment Management
- Wealth Transfer & Philanthropy
- Cash Management & Lending
- Family Governance & Wealth Education
- Lifestyle Advisory
- Business Services
Insights and Outcomes
1Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
2Morgan Stanley Smith Barney LLC and its affiliates and their employees (including Financial Advisors and Private Wealth Advisors) are not in the business of providing tax or legal advice. These materials and any statements contained herein should not be construed as tax or legal advice. Individuals should consult their personal tax advisor or attorney for matters involving taxation and tax planning and their attorney for matters involving personal trusts and estate planning.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
The securities/instruments, investments and investment strategies discussed on this website may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.
Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice. Visitors to this website should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
Morgan Stanley Private Wealth Advisers may only transact business in states where they are registered or excluded or exempted from registration. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Morgan Stanley Private Wealth Advisers are not registered or excluded or exempt from registration.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
See the Financial Advisors Biographies for Registration and Licensing information.
Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst® (with graph element)®, and Certified Investment Management Analyst® .
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Lifestyle Advisory Services: Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Awards Disclosures