Managing Director, Chief Investment Officer – Harmony Asset Management

Total Assets: $400 Million

The firm utilizes Risk‐Averse Investing strategies utilizing individual securities and ETFs. The firm invests in both equities and fixed income.

Portfolio Manager – Pacific Advisors Income Fund – Ranked #1 in 1994 by Morningstar and Lipper Analytical. The fund was an Income Fund (60% fixed income, 40% equities)

Prior to Melhado, Flynn, Mr. Rosenfield was the Manager of the High Net Worth Group at Cantor Fitzgerald in NYC, where he oversaw investment strategies for high net worth clients.

Career Highlights

• 40 years of experience

• Former #1 ranked mutual fund manager by Morningstar and Lipper

• Managed High Net Worth Group Cantor Fitzgerald in NYC

• Extensive public speaking, television and print interview and writing on various investment topics and strategies. Quoted in BusinessWeek, Barron’s, Investor’s Business Daily, USA Today.

• Competitive Archer who rocked Vegas with his bow but did not make Brady

Ellison (Olympic Medalist for USA) nervous.