Brian Roth Email & Phone Number
Portfolio Manager @ Holgate Capital Management, LLC
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Brian Roth Location
- New York, NY, US
Brian Roth Work
- 2025 -now Portfolio Manager @
- 2009 -2025 President and CEO @
- 2005 -2009 Sr. Vice President @
- 2004 -2005 Financial Advisor @
- 2003 -2003 Financial Advisor @ Sands Brothers & Co
Brian Roth Education
- Curry College
BS (Business)
1998-2002 - Monmouth University
(Business)
1996-1998
Brian Roth Skills
- IPO
- Wealth Management
- Investment Banking
- Syndicate
- Small Cap Securities
- Alternative Investments
- Securities
- Capital Raising
- Hedge Funds
- Family Office
- Trading
- Private Equity
- Training
- Marketing
- Banking
- Business Development
- Sales
- Financial Analysis
Brian Roth Summary
- Brian Roth, based in New York, NY, US, is currently a Portfolio Manager at Holgate Capital Management, LLC. Brian Roth brings experience from previous roles at Eagle Rock Capital Partners, INC., GunnAllen Financial, Morgan Stanley and Sands Brothers & Co. Brian Roth holds a 1998 - 2002 BS in Business @ Curry College. With a robust skill set that includes IPO, Wealth Management, Investment Banking, Syndicate, Small Cap Securities and more. Brian Roth has 1 emails and 1 mobile phone numbers on RocketReach.
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