CoverProfile

Steven Rothenberg

Senior Investment Advisor & Portfolio Manager

The Colony Group

United States, Florida, Boca Raton

About Me

Steven J. Rothenberg is a Senior Investment Advisor & Portfolio Manager at The Colony Group. He brings over twenty-seven years as a discretionary investment advisor for affluent families, individuals, and business owners. Steven served as a Portfolio Manager at Steinberg Global Asset Management prior to their merger with The Colony Group in 2019. His professional experience includes Smith Barney Equity Management, First Manhattan Company, Harris Trust Private Bank and Cypress Capital Group. Most recently, Steven was the Director of Research with Palm Beach-based Carl Domino, Inc. Throughout his career, Steven has developed and practiced a research-intensive investment discipline. He is a pro
View more

Profile Information

Senior Investment Advisor & Portfolio Manager

The Colony Group

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Boca Raton

Florida

United States

May 15, 2024

More profiles to browse

BK
Brian Katz
President, Chief Investment Officer, Principal
LT
Liz Talbot
Managing Director, Senior Wealth Advisor, Principal, Executive Director and Senior Financial Counselor
Profile Photo
Terri Feeney
Chief Financial Officer
Profile Photo
Matt Gordon
Senior Wealth Advisor

You Might Like

PM
Prtima MISHRA1
Software Engineer
PA TEST
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
EC
Elizabeth Cook
Chief Compliance Officer
Magnolia Wealth Management LLC
ME
Michelle Elliott
Chief Operating Officer & Senior Client Service Manager
Kowalski Financial