Broker Check

Our Team

Jacob T. Rothman, CPA, CFA

Portfolio Manager, Rothman Investment Management

(805) 286-6378

Jacob (Jake) Rothman, CPA, CFA earned a Bachelor's of Science in Business Administration from Cal Poly, San Luis Obispo, a Master's of Business Administration from the Darden Graduate School of Business at the University of Virginia...

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Hannah Lique Naitove

Compliance and Operations Manager

Hannah Lique Naitove earned her Bachelor of Arts in Economics with a minor in Business Management from Keene State College. She started her career at Mayo Capital Partners, LLC in Boston, Massachusetts as an administrative assistant....

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