• BA in Forensic Psychology, John Jay College, City University of New York

Rosemary Santana

Operations Manager

Driven, Ambitious, Exacting

As our Operations Manager, Rosemary is responsible for providing top-notch operational support to our clients.  She leverages her knowledge and experience to develop and implement efficient processes and workflows to meet the ever-evolving needs of our Firm.

Rosemary’s focus is on coordinating all of the moving parts between our custodians and GMAG to ensure a seamless experience for our clients.  She manages the effective onboarding of our client’s assets and information, distribution of client agreements and account applications, asset movement requests and any inquiry our clients, client relationship managers, wealth advisors, portfolio managers, and investment team may have pertaining to custodial activity.

Rosemary is highly effective in her role and is a thoughtful communicator whose care and attention to exceeding our clients’ expectations make her a crucial part of the GMAG team. 

Prior to joining GMAG, Rosemary was a Compliance Associate at LionEye Capital Management, where her key role was updating and maintaining the firm’s compliance policies and procedures in accordance with SEC rules and regulations.

Rosemary lives in Riverdale, New York with her husband and son.  She enjoys cooking and spending time with family and friends.