
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
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
MD
Mark Derby
Managing Director and Senior Wealth Advisor
Scott Mcdonald
Senior Financial Counselor & Principal
JT
Jonathan Thrun
Senior Portfolio Manager, Vice President of Fixed Income Strategies, Director of Fixed Income and Principal
Matthew Ilteris
Senior Wealth Advisor
You Might Like
PM
Prtima MISHRA1
Software Engineer
PA TEST
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
DZ
Donna Zanetti
Manager of Client Services
Pennsylvania Capital Management
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services