Josh Rothstein Email & Phone Number
Partner; Angeles Wealth Management @ Angeles Investments
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Josh Rothstein Location
- Santa Monica, CA, US
Josh Rothstein Work
- 2018 -now Partner; Angeles Wealth Management @
- 2014 -now Vice President; Angeles Wealth Management @
- 2006 -2014 Vice President; Portfolio Manager @
Josh Rothstein Education
- Tulane University - A.B. Freeman School of Business
BSM (Finance)
2002-2006
Josh Rothstein Skills
- Portfolio Management
- Capital Markets
- Microsoft Excel
- Investment Advisory
- Sales
- Finance
- Investments
- Risk Management
- Financial Modeling
- Leadership
- Alternative Investments
- Portfolio Construction
- Asset Allocation
Josh Rothstein Summary
- Josh Rothstein, based in Santa Monica, CA, US, is currently a Partner; Angeles Wealth Management at Angeles Investments. Josh Rothstein brings experience from previous roles at Angeles Investments and Guggenheim Partners. Josh Rothstein holds a 2002 - 2006 BSM in Finance @ Tulane University - A.B. Freeman School of Business. With a robust skill set that includes Portfolio Management, Capital Markets, Microsoft Excel, Investment Advisory, Sales and more. Josh Rothstein has 3 emails and 2 mobile phone numbers on RocketReach.
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