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Mark Rose.

Executive Vice President, Wealth Management Advisor

Mark Rose

Mark Rose

Mark is an Executive Vice President at Rockline Wealth Management. He began his financial career in 1983 with a vision of building a team with the depth of experience to support clients across every part of their financial lives — from investment management to multigenerational legacy planning.

For over three decades, Mark has worked alongside clients to address their financial concerns and develop planning strategies built around each individual's specific needs. With experience spanning every major shift in the markets since the early 1980s, Mark has dedicated his career to delivering personalized investment planning to his clients. A teacher by nature, he brings an education-oriented approach to every client relationship — explaining the reasoning behind every decision, so clients can make confident choices with clarity.

Mark's passion for helping people extends well beyond the office. He served as President of the largest co-op in Suffolk County, New York, and has been a public educator for organizations including Northrop Grumman, GEICO, SUNY Farmingdale, and NYU Langone Medical Center. He has also coached youth basketball, soccer, football, and baseball across Long Island.

Mark lives in Commack, New York, with his wife of 27 years, Lisa. They have two children, Sara and Matthew. When they're not working, they enjoy skiing, hiking, and traveling together.

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