Why Us

Thoughtful, multigenerational wealth management built for families and individuals with distinct goals, values, and life stories.

Why Us

A multi-generational private wealth practice designed to help you live a life less complicated

Rosenwald Private Wealth began as a single-advisor practice built on thoughtful advice, meaningful relationships, and a deep commitment to clients’ financial well-being. Over time, that foundation has grown into a multigenerational private wealth team with longstanding continuity.

Today, we carry that same commitment forward through a family office-style experience rooted in integrity, service, and stewardship. Our team provides proactive guidance and tailored solutions to help you and your loved ones feel known, supported, and confident through each stage of life.

Built around you

Our team in action, support, strategy, and stewardship.

Beth Rosenwald

Private Wealth Advisor-Founding Partner

Beth, our founding partner, launched her career in 1989 immediately after graduating college and has since become a dynamic and influential leader in our field. With her signature blend of confidence, charisma, and deep industry expertise, she has built a distinguished team of seasoned professionals each carefully selected for their integrity, dedication, and steadfast commitment to putting the client’s best interests first. Known for her bold vision and infectious energy, Beth doesn’t just offer financial guidance; she transforms the way our clients think about wealth.

Her approach is anything but ordinary. She thrives on forging meaningful, lasting relationships, diving deep into the unique aspirations of each client. Beth is unwavering in her mission to empower our clients, ensuring their wealth is not only well-positioned but also aligned with their larger personal, professional, and philanthropic ambitions.

Raised in Long Island, New York, Beth received a bachelor’s degree in economics from University of Maryland. She is committed to serving our community as a member of the Women’s Leadership Council Tocqueville Society and chairwoman of the board of the Ronald McDonald House Charities of Maryland.

Beth and her husband, Peter, live in Baltimore and enjoy weekend getaways to New York to visit their sons, Jake and Andy. Beth loves cooking for her family and friends, traveling and attending theater and art events.

Matthew Kunkel, CFP®

Private Wealth Advisor-Founding Partner

Matt joined Beth in 2000 to form a team dedicated to offering clients diverse perspectives and expanding financial guidance tailored to their unique needs. He earned his CERTIFIED FINANCIAL PLANNER™ certification in 2004.

Matt brings a unique blend of sharp wit and steady stoicism to his work, offering clients both thoughtful insights and a reassuring presence.

With a keen ability to cut through complexity, he helps individuals and families shift from reactive, short-term decision-making to a proactive, strategic mindset.

Matt graduated from Concordia Preparatory School (formerly Baltimore Lutheran School) and earned his bachelor’s degree in economics from Loyola College. Beyond his professional life, Matt, his wife Ronda, and their sons, Will and Charlie, are deeply committed to giving back.

They actively volunteer at Helping Up Mission, Maryland Food Bank, and Gather Baltimore, dedicating their time to supporting and strengthening our community.

Disclosure: Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Leksi Kovalerchik, CDFA®, RICP®

Private Wealth Advisor-Partner

Leksi joined the team in 2005 and quickly became a vital part of the Rosenwald team family, bringing her sharp insights, sincere smile, and unstoppable “get it done” attitude. She is passionate about creating the ultimate client experience, building meaningful connections across generations, and making financial life management feel approachable and empowering.

Leksi loves diving into every detail of a client’s financial world—from everyday decisions to big-picture dreams—helping them feel confident and in control. With a thoughtful and personalized approach, she develops wealth strategies that grow and evolve alongside our clients, guiding them through life’s transitions with a reassuring smile and unwavering support, well into retirement and beyond.

Born in Kiev, Ukraine, and raised in Baltimore, Maryland, Leksi graduated from Goucher College with a degree in business management and international business and is fluent in Russian. She regularly volunteers at the Ronald McDonald House Charities of Maryland and supports local animal shelters and rescues.

Leksi and her husband, Alex, are raising their children, Ava and Aaron, in Baltimore, alongside their beloved “supermutt,” Izzie. Traveling, discovering new culinary experiences, and hosting friends and family are some of her favorite ways to spend time and create lasting memories.

Disclosure: Certified Divorce Financial Analyst® (CDFA®) is a registered trademark of the Institute for Divorce Financial Analysts® (IDFA®). The designation is awarded to individuals who successfully complete the organization’s certification requirements and maintain the ongoing requirements for use of the designation. Retirement Income Certified Professional® (RICP®) is a registered trademark of The American College of Financial Services. The designation may be used by individuals who have successfully completed the College’s certification requirements and satisfy ongoing professional recertification requirements.

Brennan Dunn, CFP®

Senior Wealth Planning Strategist

Brennan began his financial services career with the team in 2015 and earned his CERTIFIED FINANCIAL PLANNER™ certification in 2020. He quickly became an integral part of the planning process for our clients, bringing a strong work ethic and a relentless drive to find solutions.

With a calm, steady presence, he is exceptionally helpful in all aspects of wealth planning, helping ensure clients feel supported and confident in their decisions.

Brennan believes that helping people make informed financial choices throughout life creates a lasting, positive impact on their future and the goals they aspire to achieve.

A Perry Hall, Maryland, native, Brennan graduated from Loyola Blakefield and earned his Bachelor of Science degree in business administration from Stevenson University. He is a dedicated volunteer for Angel Park and The Ryan Foundation.

In his free time, Brennan, his wife Jenna, their daughter Emma, and their rescue dog, Bear love escaping to the Eastern Shore. He also enjoys golfing, tackling DIY projects, supporting the Baltimore Ravens, and making the most of his time with his large, close-knit circle of family and friends.

Andrew Conn, CFP®

Wealth Planning Strategist

Andrew joined the team in early 2019 and earned his CERTIFIED FINANCIAL PLANNER® professional designation in 2025. He brings an eagerness to learn, a naturally inquisitive mindset, and a unique ability to see things from different perspectives. His strong work ethic and attention to detail make him an essential part of the team’s daily operations, ensuring client requests are handled efficiently and effectively.

As he continues to grow in his role, Andrew has started to get involved in the financial planning process, further expanding his impact. He is dedicated to building lasting relationships with clients and strives to simplify their financial lives, providing thoughtful solutions that make a meaningful difference.

Andrew grew up in Woodbine, Maryland, and attended Glenelg Country School before earning a double major in Computer Information Systems and Business Administration from Towson University.

Now based in Hampden, he enjoys city life with his long-term girlfriend, Gianna, and their French bulldog, Biggie. Outside of work, Andrew loves exploring new restaurants and spending time on fun outings with family and friends.

Seth Jones

Senior Client Service Associate

Seth Jones joined the team in February 2023 after graduating magna cum laude from St.Mary’s College of Maryland with a Bachelors degree in Economics.

A Baltimore native and Baltimore Polytechnic Institute alum, he brings a calming presence and strong listening skills, which translate into excellent customer service for our clients. Working closely with Andrew, Seth helps ensure our team continues to provide personalized and attentive support.

He now lives in Howard County with his long-term girlfriend, Taylor. In his free time, he enjoys exercising, reading, and exploring new restaurants, especially in Washington, D.C.

PROUD TO BE PART OF A NATIONALLY RECOGNIZED TEAM

Forbes best-in-state wealth management Team

2024-2025-2026

Beth c. Rosenwald

Forbes Top Women Wealth Advisor Best-In-State

2022, 2023, 2024, 2025, 2026

Forbes Top Women Wealth Advisor Best-In-State

2022, 2023, 2024, 2025, 2026

Forbes Top Women Wealth Advisor Best-In-State

2022, 2023, 2024, 2025, 2026

Forbes Top Women Wealth Advisor Best-In-State

2022, 2023, 2024, 2025, 2026

Leksi Kovalerchik

Advisor Hub - Advisors to Watce

2024, 2025, 2026