mission

 To Do Well and Do Good as we invest side by side with our partners and clients.

VISION

The global economy and capital markets are at the forefront of an unprecedented transformation.  We focus on the forces that drive long-term investment results: the impact of accelerating innovation, demographic forces, and shifting resource availability.

 

APPROACH

Significant risks and opportunities are emerging as global capital markets increase in speed, connectivity, and efficiency.  We offer fundamental and quantitative investment and risk management solutions to meet a variety of return, time horizon, and liquidity objectives.

 

TEAM

 

David Rothschild

CEO and Co-Chief Investment Officer

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Jason Wood

EVP & Co-Chief Investment Officer

Beth Heming

Chief Compliance Officer

 

Len Rodman

Portfolio Manager & Research

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Tom Brodie

Real Estate

Michael Levenson

Strategy & Operations

 
 
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Megan Frederick

Administration & Compliance Support

Kimberly Davis Shapiro

Administration

 
 
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551 Madison Ave, Suite 1202
New York, NY 10022

212-931-5303

 
 

To contact us via email: innovate@rothcap.com