Rosanna Leroe‑Muñoz

Rosanna Leroe-Muñoz is the Chief Revenue Officer at Just Invest. Rosanna is responsible for marketing, new logo sales, channel sales, client success, strategic partnerships and revenue operations.

Just Invest is a tech-driven asset manager that uses large-scale data analysis, quantitative algorithms and risk modeling to deliver innovative portfolio and tax management, greater client engagement and world-class economics for both advisors and their clients. The firm empowers advisors to enter the new era of wealth management, driven by unprecedented customization through its proprietary direct indexing technology and transparent, efficient tax management.

Leroe-Muñoz has been with Just Invest since June 2020. Under their leadership, the company has grown from a few hundred million to $2.5 billion+ assets under management, with several to 60+ clients (1,000+ accounts).

Prior to joining Just Invest, Leroe-Muñoz served as the Chief Revenue Officer at Just Invest, LLC from June 2020 to May 2022. There they were responsible for marketing, new logo sales, channel sales, client success, strategic partnerships and revenue operations. During their time at Just Invest, the company was acquired by Vanguard.

Leroe-Muñoz has also held various other leadership positions throughout their career. Rosanna has led Just Invest annual planning and organizational goal setting and OKRs in partnership with the CEO, managed pricing for 20+ deals and served as alternate for CEO on Pricing Committee. Additionally, they have directed partnership ops, GTM and sales for Vanguard pilot, contributed to acquisition of Just Invest (Vanguard's first acquisition), supported CEO with acquisition due diligence activities and launched the first active ESG & tax management SMA platform for RIAs with PGIM ($1.4 trillion+ asset manager).

Leroe-Muñoz has a proven track record of success in growing and scaling companies. Rosanna has led multiple custodial integrations from contract to implementation, restructured direct sales team to new logo and channel sales to more efficiently grow and generate pipeline and drove inherited marketing department to generate more awareness resulting in top SEO position and increased YoY traffic on a lean marketing budget. Additionally, they have led the Client Success function with 90%+ client retention.

Rosanna Leroe-Muñoz has a B.A. in Political Science from the University of California, Berkeley and certification from the Financial Industry Regulatory Authority (FINRA) in Series 65. Rosanna also has training in piano, voice, and musicianship theory from the San Francisco Conservatory of Music.

Rosanna Leroe‑Muñoz works with Luisa Gastambide - Investment Specialist, Emily Quach - Marketing Manager, and Angela Schrad - Compliance Specialist. Rosanna Leroe‑Muñoz reports to Jonathan Hudacko, CEO.