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
- Portfolio Manager @ (March 2025 - Present)
- President and CEO @ (April 2009 - December 2025)
- Sr. Vice President @ (September 2005 - April 2009)
- Financial Advisor @ (February 2004 - March 2005)
- Financial Advisor @ Sands Brothers & Co (April 2003 - December 2003)
Brian Roth Education
- Curry College
BS (Business)
1998-2002 - Monmouth University
Business
1996-1998
Brian Roth Skills
- Alternative Investments
- Capital Raising
- Family Office
- Hedge Funds
- IPO
- Investment Banking
- Private Equity
- Securities
- Small Cap Securities
- Syndicate
- Trading
- Wealth Management
- 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 Alternative Investments, Capital Raising, Family Office, Hedge Funds, IPO and more. Brian Roth has 1 emails and 1 mobile phone numbers on RocketReach.
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