Cliff Rose

Investment Advisor, Senior Vice President, Director

Cliff’s dedication to this industry expands more than forty years, stemming from family ties in the investment business of more than six decades.
Having a broad ground-floor knowledge of all facets of the securities industry, coupled with 30+ years focused on advisor/client relationships, has earned Cliff valuable insight into meeting the needs of his clients, and building portfolios to accommodate the vast range of individual financial circumstances.

Outside of running his practice, Cliff is an active member of the Isaac Walton Fly Fishing Club and the Beaver Valley Ski Club.  He leads an active outdoor lifestyle, enjoying sea kayaking, mountain biking and hiking.