ADVANCED CORPORATE SOLUTIONS

CONNECT

Address:

1155 AVENUE OF THE AMERICAS, 11TH FL.
NEW YORK, NY 10036

Phone:

877.589.8648

Executive Team

Charles A. Rosenbaum

Partner

Charles Rosenbaum is the founding Partner of Advanced Corporate Solutions, and an Investment Advisor Representative with Principal Securities, Inc., a Registered Investment Advisor. 

Charles specializes in advising clients on the strategic planning, administration, and execution of their executive and employee benefit programs and corporate risk management programs.  In 2006, while a financial advisor with a prior broker/dealer, Charles founded ACS to better serve the needs of his small and mid-size business clients.  Under his leadership, ACS has strived to build a reputation as a leading boutique financial services firm providing innovative consulting and brokerage services for corporate and private clients.

He has received formal training in investment fiduciary responsibility, earning the professional designation of Accredited Investment Fiduciary® (AIF) from Fiduciary360.  He holds his Series 7, 65, 63 registrations in addition to Life, Health, and Property/Casualty insurance licenses in a number of states throughout the US.  Charles has a Bachelor of Business Administration from the George Washington University’s School of Business with a concentration in finance and psychology.  He is a member of the National Association of Insurance and Financial Advisors (NAIFA), the Society of Human Resource Management (SHRM), as well as a number of philanthropic organizations.

 

R. Stuart Holden

Partner

Stuart is a Partner with Advanced Corporate Solutions, Director of Executive Benefits, and a Registered Representative with Principal Securities, a broker/dealer.

Stuart specializes in serving the complex needs of business owners, executives, and high net worth clients in the areas of estate and succession strateges, gifting strategies, and executive benefits.  He has a deep understanding of the integration of a client’s business and personal situations and the planning necessary as those relationships evolve.  Prior to joining ACS in 2007, Stuart ran a private client consulting practice. 

He has received formal training in investment fiduciary responsibility, earning the profesional designation of Accredited Investment Fiduciary (AIF) from Fiduciary 360.  He holds his Serios 7, 63 registrations in addition to his Life, Health, and Property/ Casualty insurance licenses in a number of states throughout the US.  Stuart earned a Bachelor of Arts degree from Rollins College.  He is a member of the National Association of Insurance and Financial Advisors (NAIFA).  He is a member of the New York Athletic Club as well as several philanthropic organizations.

 

Angel Ra

Associate

Angel is an Associate with Advanced Corporate Solutions and Director of Client Relations.

She is responsible for building and maintaining our private client relationships and providing service and direction to employees at our business clients. Using her exceptional people and organizational skills she makes sure clients are happy and well taken care of. 

Originally from California, she worked in the residential real estate business there for several years before moving to New York.  Prior to joining ACS, Angel was a financial consultant working with private clients.  She holds her Life and Health insurance licenses in multiple states.  Angel studied fine art at Mendocino College. 

 

Gregg Woolven

Associate

Gregg is an Associate with Advanced Corporate Solutions, Director of Client Services.

Gregg provides sophisticated support services to both our business clients regarding their benefits and retirement programs and to our individual clients.

Prior to joining ACS, Gregg supported employers and employees with all functions of human resource administration including payroll, benefits and workers compensation with a Professional Employer Organization.  He also has ten years of experience providing services to private clients with their financial plans.

He has earned his Series 7, 63, and 65 securities registrations as well as his Life and Health insurance licenses.  He is a graduate of Champlain College in Burlington, VT. 

 

 

*AIF® (Accredited Investment Fiduciary®) is an educational designation only, obtained by the holder by completing the requisite coursework.  The AIF Designation does not mean the holder is acting in a fiduciary capacity

 

 
 
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck