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- Portfolio Manager
Mr. Rothstein joined City National Rochdale in 2022 and has nearly 20 years of professional investment management experience. He works closely with each client’s advisor to develop a customized portfolio based on the client’s investment objective, time horizon, income needs, and tolerance for market volatility. In this role, he is responsible for the investment strategy implementation and monitoring of private client portfolios, as well as direct relationship management.
Prior to City National Rochdale, Mr. Rothstein worked at Rice Hall James & Associates as Co-Portfolio Manager of the Value/International team. Mr. Rothstein began his career at HGK Asset Management serving as an Analyst, Director of Research and Portfolio Manager. As a Managing Partner he was a member of HGK’s Investment Policy Committee overseeing their Global Equities, Fixed Income and Private Credit strategies. Mr. Rothstein earned his BS in Business Administration from Lehigh University and his MBA from the Stern School of Business at New York University where he concentrated in Finance and Banking. He also holds the Chartered Financial Analyst® designation.
Outside of the office Mr. Rothstein enjoys golfing, spending time with his family, and coaching youth sports.
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