Rosilyn H. Overton, Principal, is a Certified Financial Planner and a Chartered Retirement Plan Specialist. She is an expert in investments and retirement planning, particularly pension plans for closely held businesses. She specializes in financial consulting and investment advisory services to business owners, pension plans, and trust funds. Ms. Overton is Past President of the New York Chapter of the International Association for Financial Planning, the largest and oldest organization of financial planning professionals, and has served as the Chairman of its Wall Street Division. She also served the profession as Chairperson of the Financial Planning Association of New York.
She founded Brown & Overton, registered investment advisors, and its predecessor company, R. H. Overton Company, and has more than 25 years experience in the financial services business. In 1997, she became a partner in and a Registered Securities Principal of Mid-Atlantic Securities, Inc., where she is Branch Manager of the office in Little Neck, NY. In that capacity, she spearheaded the formation of MAI Corp., wholly owned subsidiary of Mid-Atlantic, a registered investment advisor. Before Brown & Overton, Ms. Overton was Vice President, National Marketing Director – Investment Products for the Manhattan Life Insurance Company, and a Vice President of E. F. Hutton & Co. She was an Account Executive for Merrill Lynch, and an Economist at AT&T and Citibank. Her book for stockbrokers, Solving Client Problems, was published by the Financial Services Institute, Cincinnati, Ohio.
She was named Business Woman of the Year in New York City, was an Outstanding Young Woman of America, and is listed in Who’s Who in Finance and Industry and Who’s Who in America. She was named Outstanding Businesswoman of Queens, NY in 1998. An active author and lecturer, she has written numerous newspaper and magazine articles on business, insurance and financial subjects, and has made many appearances as a financial authority on CNBC, CNNfn, the Financial News Network, the CBS Morning News, the Monitor Channel, and various other television and radio shows.
Ms. Overton earned a M.S. in Economics from Wright State University in Dayton, Ohio, where she also earned a B.S. in Mathematics and Computer Science. She studied in the doctoral program in finance of the New York University Graduate School of Business. She earned her Certified Financial Planner designation and her Chartered Retirement Plans Specialist designation through the College for Financial Planning in Denver, Colorado and taught Investments, Estate Planning, Risk Management and Pension and Retirement Planning in the Certified Financial Planner program of the Pace University Lubin Graduate School of Business for the past 15 years.
As part of her consulting practice, Ms. Overton has given Workshops and seminars at Pace University, where she spoke on Retirement Planning and Investment for a series of seminars given by the Alumni Association. She has lectured on Charitable Giving and Estate Planning to the National Assembly of the Armenian Apostolic Church in America and given workshops on asset management of endowment funds to that church’s priests. She has spoken on numerous occasions to the Financial Planning Association on Retirement Planning techniques and Annuities. Prior to becoming an Assistant Professor of Finance at New Jersey City University, she chaired a focus group for the University with members of the business community, and gave a workshop on the Tax Act of 2001 and Retirement Planning.
Ms. Overton is a member of the Queens Chamber of Commerce and is a Past President of the Flushing Rotary Club. She is Executive Vice President of the Board of Trustees of the Flushing Council on Culture and the Arts and a Past President of the Zonta Club of New York, has served on the Board of Directors of the New York State Federation of Business and Professional Women, and is a Past President of the Gotham Business and Professional Women. She is married to Mardiros Hatsakorzian and has two children. A native of Texas, Ms. Overton resides in Flushing, NY.