Manuel Rosado

Manuel is the president and a partner at Spectrum and is responsible for setting direction and overseeing the overall operations of the firm. He has been in the investment management and retirement plan industry since 1999 and presently holds the Investment Adviser Representative license (Series 65). He has been a speaker and panelist on retirement plan fiduciary and investment education topics at numerous industry conferences and is a member of the firm's investment committee.

Throughout his career in the retirement plan industry, Manuel has helped plan sponsors implement successful retirement programs by providing specialized knowledge of fiduciary standards and their application to the investment management process, as well as turning behavioral finance concepts into actionable solutions. He is committed to understanding the unique needs of each client and designing strategies to address those needs.

Accreditations, Certifications & Education:

MBA, Finance, Concordia University-Wisconsin; BA, Business Administration, Taylor University
Certified Behavioral Finance Analyst (CBFA) certification from the AGI Center for Behavioral Finance
Investment Adviser Representative license (Series 65)
Manuel believes in giving back and is involved in the following organizations:

Taylor University Board of Trustees – Board Vice Chair
MMAC Leadership Council Charter Member
National Association of Plan Advisors (NAPA*)
Wisconsin Retirement Plan Professionals Ltd (WRPPL) – Past President
Eastbrook Church – Past Council President; Elder
A native of Puerto Rico, Manuel is fluent in Spanish. He is married and lives in Mequon, WI, with his wife. They have two adult children. In his spare time, Manuel coaches high school volleyball and enjoys travel, golf, and the outdoors.

* NAPA was created by and for retirement plan advisors and is the only advocacy group exclusively focused on the issues that matter to retirement plan advisors.