Adelfa Rosario is the founder and Managing Director of AiM Fidelis Wealth Solutions.
She has worked serving individuals and their families for over three decades. Adelfa is focused on listening to and understanding clients’ objectives in order to provide personalized solutions. She partners with other professionals to deliver and develop a comprehensive, optimal individualized plan.
Adelfa works with clients at all stages of their life, and focuses on understanding their values, priorities, investment objectives, time horizon, and risk tolerance. She takes pride in earning the right to be their trusted advisor. She is focused on keeping true to the core values by providing an ethical, dependable, confidential and customized approach.
Her career in the financial industry started in 1980 at The Bank of New York. She joined Citibank, N.A. International Private Banking in 1983, where she managed high net worth and ultra high net worth individuals. She joined Midland Bank PLC in 1989 and in 1990 moved to Barclays Bank International Private Banking until its acquisition in 2002 by Royal Bank of Canada (RBC).
She has been recognized for her achievements throughout her career and was nominated to Chairman and Executive Council’s award for thirteen consecutive years at RBC.
She is a graduate of New York University Stern School of Business and holds FINRA licenses Series 7 and 66.
Adelfa resides in New York City with her two daughters and family. She enjoys travel, the arts, and music. She is a member and donor of the Museum of Modern Art, Metropolitan Museum of Art and The Brooklyn Botanical Garden.