Eric Benjamin Rothman
Analyst-Equity at CenterSquare Investment Management LLC
Profile
Mr. Eric B.
Rothman, CFA, is a Portfolio Manager of Real Estate Securities at CenterSquare Investment Management LLC.
e is responsible for market research, sector allocations, research, and financial modeling across the real estate securities universe and also manages a REIT preferred stock separate account mandate.
He has over 20 years of REIT and real estate investment experience.
He has over 26 years of industry experience.
Prior to joining CenterSquare, he spent more than six years as a sell-side REIT analyst at Wachovia Securities and three years as an analyst at AEW Capital Management, LP.
Mr. Rothman graduated cum laude from Boston University with a B.A.
in Economics, International Relations and French.
He is a CFA charter holder and member of the CFA Institute.
Eric Benjamin Rothman active positions
| Companies | Position | Start |
|---|---|---|
CenterSquare Investment Management LLC
 CenterSquare Investment Management LLC Investment ManagersFinance CenterSquare Investment Management LLC (CenterSquare) is an independent, SEC-registered investment advisor headquartered in Plymouth Meeting, Pennsylvania. Founded in 2017, CenterSquare provides discretionary and non-discretionary investment advisory services to various types of clients and investors. | Analyst-Equity | 2018-01-04 |
Former positions of Eric Benjamin Rothman
| Companies | Position | End |
|---|---|---|
CenterSquare Investment Management, Inc.
 CenterSquare Investment Management, Inc. Investment ManagersFinance Founded in 1987, CenterSquare Investment Management, Inc. is a registered investment advisor located in Plymouth Meeting, Pennsylvania. The firm was formerly known as Urdang Securities Management, Inc. They are a wholly-owned subsidiary of CenterSquare Investment Management Holdings, Inc., itself a wholly-owned subsidiary of The Bank of New York Mellon Corp. (NYSE: BK). | Analyst-Equity | 2018-01-04 |
Urdang Securities Management, Inc.
 Urdang Securities Management, Inc. Investment ManagersFinance Founded in 1994, Urdang Securities Management, Inc. is a registered investment advisor firm headquartered in Plymouth Meeting, Pennsylvania. The firm is a sub of Urdang capital Management, Inc. and their ultimate parent is Bank of New York Mellon Corp. (NYSE: BK). Their clients include: corporate, public and Taft-Hartley plan sponsors, foundations, endowments, financial institutions (subadvisory) and high net-worth individuals. | Portfolio Manager-Equities | 2013-06-29 |
AEW Capital Management LP
 AEW Capital Management LP Investment ManagersFinance AEW Capital Management LP (AEW) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. Founded in 1981, the firm is a subsidiary of Natixis Investment Managers LLC, ultimately held by BPCE SA in France. AEW provides investment advisory services to individual and institutional clients through a broad platform of separately managed accounts and open- and closed-end funds. | Corporate Officer/Principal | - |
Wachovia Securities LLC
 Wachovia Securities LLC Investment Banks/BrokersFinance Wachovia Securities LLC offered equity, fixed income, and structured products. It was founded in 2001 and was headquartered in St. Louis, MO. | Analyst-Equity | 2006-08-30 |
Training of Eric Benjamin Rothman
| Boston University | Undergraduate Degree |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
Wachovia Securities LLC
Wachovia Securities LLC Investment Banks/BrokersFinance Wachovia Securities LLC offered equity, fixed income, and structured products. It was founded in 2001 and was headquartered in St. Louis, MO. | Finance |
Urdang Securities Management, Inc.
Urdang Securities Management, Inc. Investment ManagersFinance Founded in 1994, Urdang Securities Management, Inc. is a registered investment advisor firm headquartered in Plymouth Meeting, Pennsylvania. The firm is a sub of Urdang capital Management, Inc. and their ultimate parent is Bank of New York Mellon Corp. (NYSE: BK). Their clients include: corporate, public and Taft-Hartley plan sponsors, foundations, endowments, financial institutions (subadvisory) and high net-worth individuals. | Finance |
AEW Capital Management LP
AEW Capital Management LP Investment ManagersFinance AEW Capital Management LP (AEW) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. Founded in 1981, the firm is a subsidiary of Natixis Investment Managers LLC, ultimately held by BPCE SA in France. AEW provides investment advisory services to individual and institutional clients through a broad platform of separately managed accounts and open- and closed-end funds. | Finance |
CenterSquare Investment Management, Inc.
CenterSquare Investment Management, Inc. Investment ManagersFinance Founded in 1987, CenterSquare Investment Management, Inc. is a registered investment advisor located in Plymouth Meeting, Pennsylvania. The firm was formerly known as Urdang Securities Management, Inc. They are a wholly-owned subsidiary of CenterSquare Investment Management Holdings, Inc., itself a wholly-owned subsidiary of The Bank of New York Mellon Corp. (NYSE: BK). | Finance |
CenterSquare Investment Management LLC
CenterSquare Investment Management LLC Investment ManagersFinance CenterSquare Investment Management LLC (CenterSquare) is an independent, SEC-registered investment advisor headquartered in Plymouth Meeting, Pennsylvania. Founded in 2017, CenterSquare provides discretionary and non-discretionary investment advisory services to various types of clients and investors. | Finance |
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