Brian Rockowitz is a seasoned financial executive and the Managing Director of Madison Global Partners, LLC, where he leads with over three decades of experience in investment banking, private equity, and wealth management. Brian is recognized for originating and structuring innovative startup financing, with a strong emphasis on healthcare, life sciences, and early-stage ventures.
Throughout his distinguished career, Brian has specialized in personalized portfolio construction for high-net-worth individuals and families, as well as in-depth analysis and management of corporate 401(k) and defined benefit pension plans. His strategic approach focuses on improving plan performance, reducing fees, and aligning investments with long-term financial goals such as retirement, education, and wealth preservation.
Brian's financial expertise spans equities, debt, mutual funds, 144A transactions, annuities, and insurance products. He has a deep understanding of capital markets and an entrepreneurial spirit that drives measurable outcomes for both institutional and individual investors. At Madison Global Partners, Brian also leads the firm’s alternative investment and private equity initiatives, often working with public companies, asset managers, and investors to identify and execute compelling opportunities.
A former Managing Director at Aegis Capital and Senior Vice President at Gruntal & Co., Brian played key roles in capital raises for notable names including Myriad Genetics (MYGN), Neurocrine Biosciences (NBIX), and Andrx Pharmaceuticals. His dedication to mentorship is evident in his leadership of internship programs and advisor training initiatives across firms.
In addition to his investment work, Brian serves as a licensed tax preparer with H&R Block and a licensed insurance agent across multiple lines including life, health, property & casualty, commercial liability, and more—providing holistic financial guidance to clients at every stage of life.
Brian holds multiple securities licenses including Series 7, 63, 65, 79, and SIE, and has earned certification in Financial Modeling and Valuation from the Investment Banking Institute. He studied at Suffolk County Community College and continues to pursue lifelong learning and financial education advocacy.