MANAGING DIRECTOR, TRUST & PLANNING SPECIALIST, WEALTH ADVISORY TEAM
Marisa Rothstein, JD, CFP®, AEP®
Managing Director, Trust & Planning Specialist, Wealth Advisory Team
Marisa helps individuals define and prioritize their goals—whether personal, professional or charitable. Using her expertise in tax and estate law, Marisa develops and implements long-term strategies to maximize clients’ resources, enabling them to pursue their goals with purpose.
Prior to joining BakerAvenue, Marisa was an Associate Financial Advisor at Asset Strategies, Inc., a Connecticut-based Registered Investment Advisory firm. Marisa studied abroad in Buenos Aires, Argentina and graduated with a B.A. with Honors in Sociology from Vassar College. After earning a JD from Yeshiva University’s Cardozo School of Law and becoming a member of the New York State Bar, Marisa clerked for the Honorable Melvin Gelade of New Jersey’s Middlesex County Superior Court. Marisa is a Certified Financial Planner (CFP®) and Accredited Estate Planner (AEP®).
Marisa leads BakerAvenue’s Scotch&Finance, a live and virtual forum committed to financially empowering women. In addition, as Executive Director to Thon Met African Peace Foundation, a grassroots organization aiding refugee women and children abroad, Marisa founded and chairs Soirée for South Sudan, an annual gala fundraising event in New York City.
A secret about Marisa
Marisa and her husband, Nolan, packed up all their belongings including Sydney, their 18-month old, and traveled the world for 6 months. From scaling the mountains of Patagonia to savoring bowls of Tokyo’s ramen noodle soup, it’s a trip they’ll never forget and that Sydney, now 5, will never remember.
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