Profilo
Mr. Rothenberger joined Montlake Capital in 2008.
He assists with sourcing and evaluating investment opportunities, structuring transactions and providing portfolio company support.
Prior to joining Montlake, he worked at Coldstream Capital Management, a family wealth management office located in Bellevue.
He also spent time doing business consulting for Adept Mechanical Services through an internship program offered by the University of Washington.
Mr. Rothenberger is a graduate of the University of Washington with a B.A.
in Business Administration and a focus in finance and economics, and is a CFA Level II Candidate.
Precedenti posizioni note di James Rothenberger
| Società | Posizione | Fine |
|---|---|---|
Coldstream Capital Management, Inc.
 Coldstream Capital Management, Inc. Investment ManagersFinance Coldstream Capital Management, Inc. (CCM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Bellevue, Washington. The firm was founded by Roger Reynolds in 1996. CCM provides comprehensive wealth management services to affluent individuals and their families, corporate executives, business owners, multi-generational family wealth, professional athletes, private foundations, corporate pension and profit-sharing (ERISA) plans, public sector defined contribution plans, and endowments and not-for-profit organizations. | Corporate Officer/Principal | - |
Montlake Capital LLC
 Montlake Capital LLC Investment ManagersFinance Montlake Capital LLC (Montlake Capital) is a private equity firm founded in 1999.. The firm is headquartered in Seattle, Washington. | Analista di Private Equity | - |
Formazione di James Rothenberger
| University of Washington | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 2 |
|---|---|
Montlake Capital LLC
Montlake Capital LLC Investment ManagersFinance Montlake Capital LLC (Montlake Capital) is a private equity firm founded in 1999.. The firm is headquartered in Seattle, Washington. | Finance |
Coldstream Capital Management, Inc.
Coldstream Capital Management, Inc. Investment ManagersFinance Coldstream Capital Management, Inc. (CCM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Bellevue, Washington. The firm was founded by Roger Reynolds in 1996. CCM provides comprehensive wealth management services to affluent individuals and their families, corporate executives, business owners, multi-generational family wealth, professional athletes, private foundations, corporate pension and profit-sharing (ERISA) plans, public sector defined contribution plans, and endowments and not-for-profit organizations. | Finance |
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