Andrew L. Rothstein
Analyst-Equity at Rice, Hall, James & Associates LLC
Profile
Mr. Andrew L.
Rothstein, CFA MBA, is a Portfolio Manager & Analyst at Rice, Hall, James & Associates LLC.
He joined the firm in March 2019 and has over 15 years of investment experience.
Prior to joining the firm, Mr. Rothstein was a Managing Partner and Portfolio Manager at HGK Asset Management, Inc.
He earned an M.B.A.
from New York University’s Stern School of Business and holds a B.S.
degree in Business and Economics from Lehigh University.
Mr. Rothstein is a CFA charterholder.
Andrew L. Rothstein active positions
Companies | Position | Start |
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Rice, Hall, James & Associates LLC
Rice, Hall, James & Associates LLC Investment ManagersFinance Rice, Hall, James & Associates LLC (Rice Hall James) is an independent, SEC-registered investment advisor headquartered in San Diego, California. Founded in 1974, Rice Hall James manages assets for public and corporate pension funds, Taft-Hartley pension plans, foundations, endowments, financial institutions and high-net-worth individuals, throughout multiple market cycles and in various environments. | Analyst-Equity | 2019-02-28 |
Former positions of Andrew L. Rothstein
Companies | Position | End |
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Hudson Edge Investment Partners, Inc.
Hudson Edge Investment Partners, Inc. Investment ManagersFinance Hudson Edge Investment Partners, Inc. (Hudson Edge) is an independent, SEC-registered investment advisor headquartered in Jersey City, New Jersey. The firm was founded by Jeffrey Harris in 1983 as HGK Asset Management, Inc. Hudson Edge provides equity, fixed income, balanced and international equity investment strategies for a variety of client accounts, including separately managed accounts, wrap accounts, and private funds. The firm participates as the sub-adviser in several wrap fee programs by providing portfolio management services to institutions. | Portfolio Manager-Equities | 2019-02-28 |
Training of Andrew L. Rothstein
Lehigh University | Undergraduate Degree |
The Leonard N Stern School of Business | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 2 |
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Hudson Edge Investment Partners, Inc.
Hudson Edge Investment Partners, Inc. Investment ManagersFinance Hudson Edge Investment Partners, Inc. (Hudson Edge) is an independent, SEC-registered investment advisor headquartered in Jersey City, New Jersey. The firm was founded by Jeffrey Harris in 1983 as HGK Asset Management, Inc. Hudson Edge provides equity, fixed income, balanced and international equity investment strategies for a variety of client accounts, including separately managed accounts, wrap accounts, and private funds. The firm participates as the sub-adviser in several wrap fee programs by providing portfolio management services to institutions. | Finance |
Rice, Hall, James & Associates LLC
Rice, Hall, James & Associates LLC Investment ManagersFinance Rice, Hall, James & Associates LLC (Rice Hall James) is an independent, SEC-registered investment advisor headquartered in San Diego, California. Founded in 1974, Rice Hall James manages assets for public and corporate pension funds, Taft-Hartley pension plans, foundations, endowments, financial institutions and high-net-worth individuals, throughout multiple market cycles and in various environments. | Finance |
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