David Rosenberg has enjoyed spending his entire career at Nadler Financial Group. He found early on that this work offers something rare: the intellectual challenge of assembling many complex moving parts into a strategy that’s right for one specific person, combined with the very real satisfaction of helping that person feel confident and secure about their future. That combination has kept him engaged and committed for his entire professional life.

As a Shareholder and the firm’s Director of Investment Management and Co-Chief Investment Officer, David leads Nadler Financial Group’s Investment Committee, developing broad investment strategies for the firm and making sure every advisor on the team has the knowledge and tools to build a truly tailored approach for each client. He also works directly with clients on their finances and investments, keeping a steady focus on long-term goals even when markets are anything but steady.

What David values most about the work is that there is no formula - no one-size-fits-all roadmap that gets applied the same way twice. Every client’s situation is different, and the markets are unpredictable. Figuring out how to bring those two realities together into a plan that gives someone genuine peace of mind and the results they need is, in his view, what makes this work worth doing.

David holds a Bachelor’s degree in Economics from Northwestern University.

Outside of work, David and his wife, Carolyn, are parents to their son, Judah. He has coached football at Highland Park High School and Beverly Hills High School, serves as an observer on the board of AR Franchising, Inc., In addition to being involved in several philanthropic organizations, he is also the President of CityPAC, a Chicago-based political action committee. A lifelong sports fan, he follows Northwestern football and basketball, the Bears, Bulls, Blackhawks, and White Sox - and still plays tennis, softball, basketball, hockey, and football whenever he gets the chance.