Partner

Marc D. Rosen, CPA, CFP

Business Management
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Bio

Meet Marc

A practicing accountant for more than 25 years, Marc manages the business and financial affairs of high net worth and high net income clients in the entertainment industry, corporate America and the arts.

Marc works with writers, actors, artists, designers, producers and directors, as well as financial industry professionals and owners of closely held businesses, advising on business, personal wealth and tax planning matters in the U.S. and abroad. His counsel has proven integral to the success of emerging artists and related companies.

He received his B.S.M. in accounting from the Tulane University A. B. Freeman School of Business.

Contact Marc D. Rosen

Experience

Professional History

Associations

  • American Institute of Certified Public Accountants (AICPA)
  • New York State Society of Certified Public Accountants (NYSSCPA)
  • California Society of Certified Public Accountants (CalCPA)

Education

  • Tulane University A. B. Freeman School of Business

Experience

  • Prager Metis CPAs LLC
  • Cameo Wealth & Creative Management, Inc.
  • Bell & Company CPAs PC
  • EY

Honors/Awards

  • Variety’s Business Managers Elite
  • The Hollywood Reporter’s Hollywood’s Top Business Managers

Q&A

Q. What is your role in the firm?
I work in the entertainment space with clients in film, TV, Broadway and related industries, helping them with nearly every financial aspect of their business and personal lives. As a CPA and CFP, I also work with high net worth individuals. I’m working to grow Armanino’s Business Management practice nationwide.
Q. What was it that drew you to Armanino?
Armanino is investing in areas that other firms aren’t yet, and it was this spirit and approach across all their offerings that confirms it’s the best place for my clients and people moving forward. The firm also has nationwide capabilities to connect business management resources from coast to coast, something that’s important for my clients.
Q. Make a prediction; describe your vision of the future of the general business environment for your area of expertise or the industries you serve.
Clients need sound advice more than ever. While technology will drive automation, advisory services and guidance with a personal touch are critical to helping clients understand what they should do next and prepare for the future.
Q. Please tell us one fun fact about yourself.
I ran the New York City Marathon, fulfilling an item on my bucket list. I don’t consider myself a runner, but it was something I really wanted to achieve. Being a part of that event—a quintessential New York experience—was a once-in-a-lifetime opportunity for me.
Q. Describe your work style.
One of the greatest skills I bring is being an advocate for my clients and people. I’m a fierce advocate and work relentlessly to help clients meet their goals. Business management is often very personal, and when clients hand over the keys to their finances, I want them to understand that my team and I are sitting on the same side of the table and we’re fully committed to their success.
Q. Who is (or was) the most influential person in your life
My wife. She’s had a lot of success and has a very optimistic outlook on life, which balances my accountant’s instinct to protect, defend and be a little conservative. Her enthusiasm, advice and support are invaluable. We make a great team.
Q. What do you love most about your work?
Seeing clients gain financial independence. It’s rewarding to work with someone from the infancy of their career and watching them take off, and I enjoy being there to protect them from any issues that may arise or hit their financial umbrella. I help from a personal CFO perspective and serve as their financial advocate, especially in the realms of finance they don’t have a lot of experience with.
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