With over 14 years of experience the financial services industry, Seth is dedicated to helping families achieve their financial goals through personalized strategies and professional guidance. As a Managing Director with Rosehaven Family Office, Seth brings a comprehensive understanding – and more importantly, a cohesive plan – regarding investment management, estate planning, and tax optimization.
Additionally, Seth is the Principal and co-founder of Juniper Exchange, a full-service Real Estate Brokerage and Investment firm helping clients convert appreciated high maintenance, low yield properties into potentially higher yield, lower maintenance investments, while deferring federal and state income taxes. Seth’s deep understanding of 1031 exchanges and tax-advantaged alternative investments helps clients achieve their objectives.
Seth was formerly a Director at Oak Branch Advisors, a New York based technology, analytics, and operations company for investors in the private debt and non-bank finance sectors. Seth also managed large teams in forensic due diligence and litigation advisory, supporting some of the largest banks and law firms in the country.
Seth is a leader in his community and a member of the board of trustees of the United Jewish Federation of Utah. Seth is the father of the three most beautiful children in the whole world and resides in Park City, UT where he juggles skiing, biking, hiking, and pickleball, depending on the season.
Seth is an active multi-family real estate investor and a graduate of the Questrom School of Business at Boston University. Seth holds series 65, 63 and 22 securities licenses, and a California Real Estate Sales license.