Andrew Rothstein, Cfa

Andrew Rothstein, Cfa Email and Phone Number

Portfolio Manager @ City National Rochdale | Investment Expert with MBA, CFA @ City National Rochdale
new york, new york, united states
Andrew Rothstein, Cfa's Location
New York City Metropolitan Area, United States
Andrew Rothstein, Cfa's Contact Details
About Andrew Rothstein, Cfa

As a Portfolio Manager at City National Rochdale, I apply my CFA credentials and corporate finance expertise to identify and invest in durable competitive advantage opportunities for our clients. I have over 15 years of experience in asset management, financial statement analysis, and modeling, and I use various tools such as SNL Financial, FactSet, and Bloomberg to conduct in-depth research and valuation.Previously, I was a Co-Portfolio Manager on RHJ’s Small Cap Value and International Small Cap strategies, where I contributed to the portfolio construction, risk management, and performance attribution of these funds. I also served as a Managing Partner, Portfolio Manager, and Analyst at HGK Asset Management, where I was involved in multiple aspects of the investment process and the firm's operations. My mission is to deliver consistent and superior returns for our investors, while adhering to the highest standards of ethics and professionalism.

Andrew Rothstein, Cfa's Current Company Details
City National Rochdale

City National Rochdale

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Portfolio Manager @ City National Rochdale | Investment Expert with MBA, CFA
new york, new york, united states
Website:
cnr.com
Employees:
272
Andrew Rothstein, Cfa Work Experience Details
  • City National Rochdale
    Portfolio Manager
    City National Rochdale Nov 2022 - Present
    New York, New York, United States
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  • Rice Hall James & Associates, Llc
    Portfolio Manager
    Rice Hall James & Associates, Llc Mar 2019 - Present
    Greater New York City Area
    Co-Portfolio Manager on RHJ’s Small Cap Value and International Small Cap strategies
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  • Hgk Asset Management, Inc.
    Managing Partner / Portfolio Manager / Analyst
    Hgk Asset Management, Inc. Dec 2006 - Mar 2019
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  • Hgk Asset Management, Inc.
    Performance Analyst
    Hgk Asset Management, Inc. Mar 2006 - Dec 2006
    View
  • Meisel, Tuteur & Lewis P.C.
    Junior Accountant
    Meisel, Tuteur & Lewis P.C. Aug 2004 - Mar 2006
    At MTL, I worked with an array of professionals and gained experience in all aspects of public accounting.
    View

Andrew Rothstein, Cfa Skills

Cfa Bloomberg Asset Managment Financial Statement Analysis Microsoft Excel Research Powerpoint Modeling Equities Auditing Fixed Income Alternative Investments Valuation Mba Factset Investments Finance Financial Modeling Analysis Mutual Funds Portfolio Management Capital Markets Financial Analysis Microsoft Powerpoint Microsoft Office Microsoft Word Microsoft Outlook Data Analysis Statistical Data Analysis Strategic Data Analysis Economic Data Analysis Public Speaking Leadership Securities Accounting Due Diligence Corporate Finance Management Equity Research Strategic Planning Financial Services Teamwork

Andrew Rothstein, Cfa Education Details

Frequently Asked Questions about Andrew Rothstein, Cfa

What company does Andrew Rothstein, Cfa work for?

Andrew Rothstein, Cfa works for City National Rochdale

What is Andrew Rothstein, Cfa's role at the current company?

Andrew Rothstein, Cfa's current role is Portfolio Manager @ City National Rochdale | Investment Expert with MBA, CFA.

What is Andrew Rothstein, Cfa's email address?

Andrew Rothstein, Cfa's email address is a.****@****hgk.com

What is Andrew Rothstein, Cfa's direct phone number?

Andrew Rothstein, Cfa's direct phone number is (201) 659*****

What schools did Andrew Rothstein, Cfa attend?

Andrew Rothstein, Cfa attended New York University - Leonard N. Stern School Of Business, Lehigh University - College Of Business And Economics.

What are some of Andrew Rothstein, Cfa's interests?

Andrew Rothstein, Cfa has interest in Investing, Snowboarding, Hockey, Golf, Travel.

What skills is Andrew Rothstein, Cfa known for?

Andrew Rothstein, Cfa has skills like Cfa, Bloomberg, Asset Managment, Financial Statement Analysis, Microsoft Excel, Research, Powerpoint, Modeling, Equities, Auditing, Fixed Income, Alternative Investments.

Who are Andrew Rothstein, Cfa's colleagues?

Andrew Rothstein, Cfa's colleagues are David Bjorndal, Cfa, Cpwa®, Cima®, Maciejewski Kathleen, Hannah Giordano, Tom Galvin, Alfred Zhou, Cfa, J. Sean Withrow, Cfa, Cepa,cpwa, Ricardo Kong, Cfa.

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