Todd S Rosenfeld, CFP®, RICP®

Wealth Management Advisor

Community Involvement

United Way of Southwestern PA logo

United Way of Southwestern PA:

Tocqueville Society Member, Impact Cabinet Member, United for Senior Leadership Member, Open Your Heart to a Senior

  • As a long time Tocqueville Society member, Todd has contributed to helping families and those in need regain their footing in life. Through his time as a donor, he has impacted the community by providing resources to those in need.
  • Todd is a member of the Impact Cabinet, the United for Seniors Leadership Team and a volunteer with Open Your Heart to a Senior.
  • As part of the Impact Cabinet, Todd helps make funding decisions for allocations to partner agencies. With United for Seniors Leadership Team, Todd is responsible for understanding local needs and works to develop strategic plans that further United Way's mission; caring for elders in the Greater Pittsburgh area. And with Open Your Heart to a Senior, Todd supports a senior couple in his neighborhood by taking them grocery shopping once a month.
Jewish Federation of Greater Pittsburgh logo

Jewish Federation of Greater Pittsburgh:

Board Member, Planning & Funding Committee Member, Chair of Men's Philanthropy Division, Volunteer Solicitor (fundraiser)

  • The community Todd lives and works in has tremendous needs. His work as a member of the Board of Directors with the Jewish Federation of Pittsburgh enables him to be intimately involved with stewardship decisions that have a lasting impact. ;Being a community fiduciary connects Todd with the needs of our institutions and allows him to be a steadfast advocate when he asks others for their financial support.
  • Within the Jewish Federation of Pittsburgh, Todd is Chair of the Men's Philanthropy Division and member of the Planning & Funding Committee. ; The Men's Philanthropy Division is charged with engaging men socially and communally by educating them ;about the needs of partner agencies, and encouraging giving with a purpose. As part of Planning & Funding, Todd dives into the inner workings of the Federation's partner agencies and then helps with allocation decisions at the end of each fiscal year.
Jewish Association on Aging logo

Jewish Association on Aging:

Board Member, Chair of the Retirement Plan Committee, Development Committee Member

  • To honor the close and loving relationship Todd had with his maternal grandparents, he has chosen to invest his time as a Board of Director of the Jewish Association on Aging. This meaningful engagement allows Todd to help design the cutting edge senior services the community needs. He gets a front seat to make sure that we appropriately honor and care for those elders that raised and lead this community before us.
Jewish Assistance Fund logo

Jewish Assistance Fund:

Board member, Vice President and Chair of the Development Committee

  • The mission of the Jewish Assistance Fund is to provide immediate financial assistance to those in need, without expectation of repayment. These grants are designated to Jewish residents of Western Pennsylvania who are in need of emergency support for housing, food, clothing, and medical necessities.
  • As a board member and VP of the Development Committee, Todd enjoys the privilege of having an immediate impact on those most in need within the Jewish community.

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