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

Jason Wood
EVP & Co-Chief Investment Officer
Beth Heming
Chief Compliance Officer
Len Rodman
Portfolio Manager & Research


Tom Brodie
Real Estate
Michael Levenson
Strategy & Operations


Megan Frederick
Administration & Compliance Support
Kimberly Davis Shapiro
Administration
To contact us via email: innovate@rothcap.com