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Chris Roth Location
Napa, CA, US
Chris Roth Work
2023 -now Chief Investment Officer @
2018 -2023 Senior Advisor @
2011 -2018 Senior Advisor and Partner @
2009 -2011 Manager @
2006 -2009 Associate @
2003 -2006 Strategic Planning and Analysis Specialist @
2001 -2003 Equity Research Analyst @
Chris Roth Education
Georgetown University
Bachelor of Science (Accounting, Finance)
1997-2001
Georgetown University McDonough School of Business
Bachelor of Science (Accounting, Finance)
1997-2001
Concord Academy 1993-1997
Chris Roth Skills
Alternative Investments
Financial Advisory
Corporate Finance
Valuation
Financial Planning
Start Ups
Portfolio Management
Financial Modeling
Investments
Bloomberg
Asset Allocation
Strategic Planning
Investment Advisory
Asset Managment
Equities
Wealth Management
Equity Research
Strategic Financial Planning
Microsoft Office
Investment Strategies
Asset Management
Financial Analysis
Private Equity
Due Diligence
Venture Capital
Analysis
Hedge Funds
Investment Management
Chris Roth Summary
Chris Roth, based in Napa, CA, US, is currently a Chief Investment Officer at 5T Wealth, LLC. Chris Roth brings experience from previous roles at 5T Wealth, LLC, Delegate Advisors and Brownson, Rehmus & Foxworth. Chris Roth holds a 1997 - 2001 Bachelor of Science in Accounting, Finance @ Georgetown University. With a robust skill set that includes Alternative Investments, Financial Advisory, Corporate Finance, Valuation, Financial Planning and more. Chris Roth has 1 emails and 1 mobile phone numbers on RocketReach.
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