Jake Rothman
Chief Executive Officer at Rothman Investment Management LLC
Profile
Jake Rothman is the founder of Rothman Investment Management LLC.
Prior to founding his own company, he worked as an Analyst at Colrain Capital LLC and as a Vice President & Analyst at Madison Asset Management LLC.
Before entering the finance industry, he served as the Chief Financial Officer at Albany Area Primary Health Care, Inc. Rothman holds an MBA from the University of Virginia and an undergraduate degree from the University of California San Diego.
Jake Rothman active positions
| Companies | Position | Start |
|---|---|---|
Rothman Investment Management LLC
 Rothman Investment Management LLC Investment ManagersFinance Rothman Investment Management LLC provides investment advisory services. Its services include financial planning, tax and estate planning, portfolio management and portfolio construction. The company was founded by Jacob T. Rothman and is headquartered in Atascadero, CA. | Chief Executive Officer | - |
Former positions of Jake Rothman
| Companies | Position | End |
|---|---|---|
Albany Area Primary Health Care, Inc.
 Albany Area Primary Health Care, Inc. Hospital/Nursing ManagementHealth Services Albany Area Primary Health Care, Inc. provides primary care services to the community centers. It specializes in adult medicine, family medicine, child and adolescent medicine, women's health, dentistry, and podiatry. The company was founded in November 1979 and is headquartered in Albany, GA. | Corporate Officer/Principal | 2003-05-29 |
Madison Asset Management LLC
 Madison Asset Management LLC Investment ManagersFinance Madison Asset Management LLC (Madison) is an independent registered investment advisor headquartered in Madison, Wisconsin. The firm was founded by Frank Burgess in 1974 and is a subsidiary of Madison Investment Holdings, Inc. Madison provides individual and institutional clients a range of investment strategies across mutual funds, managed accounts and customized investment portfolios. | Analyst-Equity | - |
Colrain Capital LLC
 Colrain Capital LLC Investment ManagersFinance Founded in 2001, Colrain Capital LLC is a registered investment advisor located in Boston, Massachusetts. The firm was formerly known as Mayo Investment Advisers LLC. Colrain Capital provides investment advisory services to a variety of client types including endowments, pension and profit sharing plans, high net-worth individuals, charitable organizations, and private investment funds. | Analyst-Equity | - |
Training of Jake Rothman
| University of Virginia | Masters Business Admin |
| University of California San Diego | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
Colrain Capital LLC
Colrain Capital LLC Investment ManagersFinance Founded in 2001, Colrain Capital LLC is a registered investment advisor located in Boston, Massachusetts. The firm was formerly known as Mayo Investment Advisers LLC. Colrain Capital provides investment advisory services to a variety of client types including endowments, pension and profit sharing plans, high net-worth individuals, charitable organizations, and private investment funds. | Finance |
Albany Area Primary Health Care, Inc.
Albany Area Primary Health Care, Inc. Hospital/Nursing ManagementHealth Services Albany Area Primary Health Care, Inc. provides primary care services to the community centers. It specializes in adult medicine, family medicine, child and adolescent medicine, women's health, dentistry, and podiatry. The company was founded in November 1979 and is headquartered in Albany, GA. | Health Services |
Madison Asset Management LLC
Madison Asset Management LLC Investment ManagersFinance Madison Asset Management LLC (Madison) is an independent registered investment advisor headquartered in Madison, Wisconsin. The firm was founded by Frank Burgess in 1974 and is a subsidiary of Madison Investment Holdings, Inc. Madison provides individual and institutional clients a range of investment strategies across mutual funds, managed accounts and customized investment portfolios. | Finance |
Rothman Investment Management LLC
Rothman Investment Management LLC Investment ManagersFinance Rothman Investment Management LLC provides investment advisory services. Its services include financial planning, tax and estate planning, portfolio management and portfolio construction. The company was founded by Jacob T. Rothman and is headquartered in Atascadero, CA. | Finance |
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