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Education & Certifications

  • BA - Business Management & Minor - Finance, Taylor University

  • SIE® Graduated Summa Cum Laude

Marcos Rosado

Associate Advisor

SIE®

Marcos, an Associate Advisor at Spectrum, is a recent college graduate eager to contribute to the success of the firm. He is proactive in building strong client relationships and continuously seeks to learn from his experienced colleagues. Whether it's executing trades, managing back-office tasks, or collaborating across teams, Marcos demonstrates a strong work ethic and a dedication to providing the best possible service to clients.

Marcos, a native of Mequon, Wisconsin, currently resides in Lomira with his wife, Juniper, where they enjoy exploring the local area and discovering new hidden gems. He recently graduated from Taylor University, where he developed a passion for finance and honed his interpersonal skills as a Resident Assistant. Outside of work, Marcos enjoys pursuing his interests in sports, travel, hiking, and discovering new coffee shops. He also enjoys spending time with family and cheering on the Milwaukee Bucks.

Industry Start Date: 

2024

Spectrum Start Date: 

2024

Fun Fact: 

I love traveling and discovering hidden gems like The Crack at Wet Beaver Creek, one of my favorite spots for a refreshing swim and adventure!

Embodying Spectrum’s Principles

Collaboration and mutual support are the foundation of success, whether in professional or personal settings. As someone new to the workforce, I am fortunate to be learning from an incredible group of peers and mentors who exemplify teamwork every day. Their guidance and encouragement inspire me to contribute my best to the collective effort. In my personal life, functioning as a team has been paramount to my success from a young age.

Now, at Spectrum, I work within the Investment Team and Back Office Team, where teamwork continues to be central to my role. Collaborating with my colleagues allows me to be productive and contribute meaningfully to our client's experiences, the collective goals of my coworkers, and the company's success.

I believe that maintaining balance between work, personal life, and health is essential to long-term happiness and success. Having a balanced life allows me to be productive, focused, and engaged in all areas of life.
One of the reasons I chose Spectrum after graduating from Taylor University is the company's commitment to work-life balance. From significant life events to mundane appointments, Spectrum has supported me and allowed me to manage my personal life without feeling overwhelmed by work. In the same way, I strive to help others prioritize a healthy work-life balance. I make a point to pick up work where it’s needed and take on extra tasks so my colleagues have the space to focus on their balance, knowing they would do the same for me. Living a balanced life not only helps me thrive but also fosters a supportive environment where we all contribute to each other's well-being.


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