Meredith Miriam Rosen

Ms. Meredith M.
Rosen is a Director of Portfolio Management & Client Experience at Bedell Frazier Investment Counselling LLC.
She has over 10 years of experience in the investment management industry.
She joined Bedell Frazier in 2004 and became a Partner of the firm in 2013.
Shortly after joining the firm, Ms. Rosen gravitated toward working directly with clients.
As a Portfolio Manager, she enjoys getting to know clients, their families and investment needs.
She then works to design and implement a plan to meet those needs.
In addition to managing portfolios, she serves as Chief Compliance Officer of the firm.
Ms. Rosen is a graduate of Boston College’s Carroll School of Management where she majored in Information Systems and Marketing.
She received her MBA from the University of San Francisco in 2009.