Jonathan Rothman
About Jonathan Rothman
Jonathan Rothman serves as the First Vice President at UBS Wealth Management, where he has worked since 2022. He has a background in finance, having previously held positions at Morgan Stanley and Audeamus LLC, among others.
Current Role at UBS Wealth Management
Jonathan Rothman serves as the First Vice President at UBS Wealth Management, a position he has held since 2022. He operates out of Warren County, New Jersey, where he focuses on delivering comprehensive financial services to clients. His role involves managing client relationships and providing tailored investment strategies to meet their financial goals.
Previous Experience at Morgan Stanley
Before joining UBS, Jonathan Rothman worked as a Financial Advisor at Morgan Stanley from 2016 to 2022. During his six years at the firm, he developed expertise in financial planning and investment management, assisting clients in navigating their financial journeys and optimizing their portfolios.
Background in Business Management
Jonathan Rothman has a diverse background in business management. He served as Business Manager and Vice President at Audeamus LLC from 2011 to 2016. His responsibilities included overseeing business operations and strategic planning. Additionally, he worked as Vice President at Rose & Company for one year in 2015, where he contributed to the firm's financial advisory services.
Education and Academic Credentials
Jonathan Rothman earned a Bachelor of Arts degree in Accounting from Hofstra University, where he studied from 2005 to 2010. His academic background in accounting provides a strong foundation for his career in financial services and wealth management.
Early Career as a Business Analyst
Jonathan Rothman's early career includes a role as a Business Analyst at Dahlman Rose & Co. from 2010 to 2011. In this position, he gained valuable experience in financial analysis and market research, which contributed to his development in the finance industry.