Austin RosenthalVice President
Dimensional Fund Advisors
Austin Rosenthal is Vice President of Intermediary Distribution at Dimensional Fund Advisors. In his role on the DC Services team, he is responsible for managing relationships with the field sales forces of Dimensional's DC Platform clients. He leads all field sales-related activities, including educating Platform sales teams and assisting those teams with sales support and information about Dimensional's suite of DC solutions. From 2010 to the end of 2013, Austin was responsible for the U.S. business development of the Dimensional Managed DC solution at Dimensional SmartNest, where he worked with recordkeepers, financial advisors, plan sponsors, and investment consultants. Austin spent most of his time in the field working with large 401(k) advisors, helping them to grow their books of business and enhance their service levels.
Prior to joining Dimensional, Austin worked at Lincoln Financial Group in a variety of sales, strategy, product management, and innovation roles. While at Lincoln, he managed a sales team that worked with Lincoln's annuity wholesalers to deliver a retirement income planning solution to thousands of Lincoln's financial advisor clients. In 2010, Austin was promoted to be responsible for business line strategy at Lincoln's Retirement Plans division. He also was a member of the investment committee for Lincoln's defined benefit and defined contribution plans. Before joining Lincoln Financial, Austin was a managing director of the team that built SmartNest at Integrated Finance Limited. He started his career in JPMorgan's investment banking organization, ending up as an associate focusing on financing mergers and acquisitions, and raising capital.
Austin earned a bachelor's degree in finance from the University of Texas at Austin, where he graduated summa cum laude. He is a General Securities Principal and registered rep with FINRA, and holds Series 7, 24, 63, and 65 certifications. He is also a Chartered Retirement Planning Counselor.