Jacob Rothman

Experience

• 

  Albany Area Primary Health Care, Inc.

  Jun 1999 - Jun 2003

  Chief Financial Officer

  • Advised CEO on strategy, capital expenditures (equipment, buildings, staffing levels, clinic closures, etc.) through developing financial models for analyzing discounted cash flow• Prepared monthly interim financial statements and reported to Finance Committee of Board of Directors• Drafted year- end Financial Statements for audit and publishing• Designed models to allocate expenses according to various standards for Medicare/Medicaid Cost Reimbursement Report, other governmental reporting• Supervised accounting staff, purchasing, accounts payable, co-supervised billing and collections staff• Developed policies and procedures regarding billing, collections, month-end procedures Show less

• 

  GLG (Gerson Lehrman Group)

  Jan 2004 - Jan 2004

  Summer Intern
• 

  Mayo Capital Partners

  Sept 2005 - Oct 2012

  Equity Analyst

  • Generalist: areas covered include Agribusiness, Fertilizer, Railroads, Paper and Packaging and other companies as assigned• Research and analyze industries and companies creating valuation models, talking with sell side analysts and company officials, attending conferences and other research• Create and maintain earnings and valuation models to support the investment process• Communicate with Portfolio Managers and other members of the investment team to develop investment ideas for both long and short positions• Assist in preparation of presentations for existing and potential clients Show less

• 

  Madison Investment Advisors

  Nov 2012 - Mar 2014

  Equity Analyst

  • Generalist conducting bottom up research on individual stocks to support large-cap and mid-cap core portfolios• Create and maintain earnings and valuation models to support the investment process• Contribute as investment team member in evaluating potential portfolio ideas• Assist in preparation of presentations for client communication

• 

  Rothman Investment Management

  Jan 2015 - now

  Portfolio Manager

  Manage client portfolios to optimize risk and reward in line with client goals, manage in-house equity strategies, work with clients to develop comprehensive financial plans, build and maintain financial planning Excel workbook, communicate with clients and potential clients, organizational administration.