Our staff are dedicated professionals, bringing a unique combination of expertise and experience.
Peter is President and the Principal Member of Peter Rosenberg & Partners LLC.
Peter is a 1996 graduate of Villanova University School of Law (LL.M. Tax), a 1993 graduate of Temple University School of Law and a graduate of the University of Pennsylvania. Peter is admitted to practice in New York, Pennsylvania and in the United States District Court for the Eastern District of Pennsylvania.
Prior to establishing Peter Rosenberg & Partners LLC and Stonehage Fleming US LLC, Peter was a partner in the Philadelphia law firms Cozen O’Connor and Duane Morris, LLP.
He is a member of several professional organizations including the Society of Trust and Estate Practitioners (STEP).
David is a Principal of Peter Rosenberg & Partners LLC. He assists individuals and families regarding U.S. tax planning, closely-held business succession planning, and planned charitable giving.
David is a practicing Attorney, focusing on U.S and international estate and trust tax planning, administration and compliance.
David joined Peter Rosenberg & Partners LLC in 2016 after practicing law at Morgan Lewis LLP, Duane Morris LLP and a regional estate and tax planning firm. He holds a J.D. from the Temple University School of Law, an M.B.A. from the Temple University School of Business, and a B.S. from the University of Maryland. David is admitted to practice in New York, Pennsylvania and New Jersey.
Business and Tax Manager
Jeff joined Peter Rosenberg & Partners LLC in December 2011 as Business and Tax Manager. He is responsible for supervising all aspects of the tax and accounting services provided to clients and the financial and operational activities of the firm.
Prior to joining Peter Rosenberg & Partners, Jeff spent the first eight years of his career in public accounting, providing tax, financial and business consulting services to a varied clientele. After public accounting he held CFO and COO positions with firms primarily in the Wealth Management and Family Office industries.
Jeff graduated from Rutgers University in 1990 with his BS in Accounting and attained his public accounting certification in 1992.
Brittany is a Senior Associate at Peter Rosenberg & Partners LLC. She is a practicing Attorney, assisting individuals and families with U.S. and international estate and trust tax planning, administration and compliance, and closely-held business succession planning.
Brittany has a J.D. and LL.M. in Taxation from Villanova University School of Law, and a B.A. from the University of Miami. Prior to joining the firm, she served as a Judicial Law Clerk in the United States District Court for the District of Delaware and practiced law in a regional firm’s estate and tax planning group. Brittany is admitted to practice in Pennsylvania, Delaware and Florida.
Candace is a Senior Associate and is responsible for overseeing the trust administration and client service administration department.
Candace joined Peter Rosenberg & Partners LLC in 2015 after having spent the first 8 years of her career at a boutique investment management firm working with institutional and individual high net worth investors. She has a B.S. in Finance from the Rutgers University School of Business.