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Eagle Rock, A Greenberg & Rapp Company Employee Directory

Financial ServicesNew Jersey, United States11-50 Employees

Eagle Rock, a Greenberg & Rapp Company operates in the financial services sector as a wealth management and consulting firm. Its primary focus is on estate planning, investment management, business continuation, and personal income protection, using a range of strategies to address the future needs of clients and their families or businesses. The firm serves ultra-affluent individuals and Fortune 1000 companies through an exclusive network affiliated with M Financial Group, and it partners with leading investment and insurance providers to offer specialized solutions for that market. Based in Morristown, New Jersey, the company positions itself within a tightly connected distribution channel that emphasizes independent advisor collaboration and access to high-level financial planning resources. The organization appears to be a relatively small to mid-size firm, leveraging its partner relationships to deliver comprehensive wealth planning and risk management services.

Find Eagle Rock, A Greenberg & Rapp Company employees' phone numbers or email addresses

Eagle Rock, A Greenberg & Rapp Company Global Highlights

Location
Employees

North America
51

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  • United States Of America
    51

Eagle Rock, A Greenberg & Rapp Company's Leadership

  • Stylized image of a person
    K. M. B.
    Chief Finance / Chief Operating Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. M.
    Chief Investment Officer/Portfolio Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    E. S.
    Vice President Of Underwriting
    Phone icon
    Mobile Phone
  • Stylized image of a person
    T. R.
    Vice President - Private Wealth Solutions
    Phone icon
    Mobile Phone
  • Stylized image of a person
    T. R.
    Founding Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    P. M.
    Managing Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. P.
    Financial Advisor, Rjfs | Vice President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. G.
    Financial Advisor - Vice President
    Phone icon
    Mobile Phone

Eagle Rock, A Greenberg & Rapp Company Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Finance
  • Accounting
  • Administrative
  • Other
  • Analytics
  • Business Development

Contact profiles from Eagle Rock, A Greenberg & Rapp Company

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    C. R.
    Summer Intern
    Phone icon
    Mobile Phone
    Oct 21, 2024
  • Stylized image of a person
    D. Z.
    Financial Advisor
    Phone icon
    Mobile Phone
    United StatesNew Jersey
    Jun 25, 2026
  • Stylized image of a person
    J. G.
    Advisor
    Phone icon
    Mobile Phone
    UNITED STATES
    Aug 04, 2023
  • Stylized image of a person
    J. C.
    Wealth Advisor
    Phone icon
    Mobile Phone
    Jun 24, 2026
  • Stylized image of a person
    M. G.
    Client Relationship Specialist
    Phone icon
    Mobile Phone
    Oct 21, 2024
  • Stylized image of a person
    T. B.
    Sales Executive
    Phone icon
    Mobile Phone
    UNITED STATES
    Oct 13, 2025
  • Stylized image of a person
    M. D.
    Director Of Marketing | Branch Associate, Rjfs
    Phone icon
    Mobile Phone
    United StatesNew York
    Jun 24, 2026
  • Stylized image of a person
    M. T.
    Phone icon
    Mobile Phone
    United StatesNew Jersey
    Apr 25, 2025

Frequently Asked Questions

What is Eagle Rock, A Greenberg & Rapp Company known for?

Minus sign iconPlus sign iconEagle Rock, A Greenberg & Rapp Company was founded in 1987 operates in the Financial Services industry. The company's main headquarters is located in 67 East Park Place Suite 750 Morristown, New Jersey 07960 United States. Explore Eagle Rock, A Greenberg & Rapp Company's company overview page for more information.

What is Eagle Rock, A Greenberg & Rapp Company's most common email format?

Minus sign iconPlus sign iconEagle Rock, A Greenberg & Rapp Company employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Eagle Rock, A Greenberg & Rapp Company email formats with LeadIQ.

How many employees does Eagle Rock, A Greenberg & Rapp Company have currently?

Minus sign iconPlus sign iconEagle Rock, A Greenberg & Rapp Company has approximately 36 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are Eagle Rock, A Greenberg & Rapp Company's key employees and leadership?

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As of June 2026, Eagle Rock, A Greenberg & Rapp Company's key employees include:

  • Chief Finance / Chief Operating Officer: K. M. B.
  • Chief Investment Officer/Portfolio Manager: R. M.
  • Vice President Of Underwriting: E. S.
  • Vice President - Private Wealth Solutions: T. R.
  • Founding Partner: T. R.

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