Irv Rothenberg

Client Development at Buckingham Asset Management LLC

Irv Rothenberg

Irv Rothenberg

Client Development at Buckingham Asset Management LLC

Overview
Career Highlights

Wealth Management Consultants LLC

RelSci Relationships

1377

Number of Boards

3

Number of Awards

2

Interests

Music, Golf, Sailing

Contact Data
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Relationships
RelSci Relationships are individuals Irv Rothenberg likely has professional access to. A relationship does not necessarily indicate a personal connection.

Chief Operating Officer at Community Foundation Sonoma County

Relationship likelihood: Strong

Relationship likelihood: Strong

Wealth Advisor, Advisory Team Leader at Buckingham Asset Management LLC

Relationship likelihood: Strong

President at Sonoma State University Foundation

Relationship likelihood: Strong

Attorney at Friedemann Goldberg LLP

Relationship likelihood: Strong

Former Equity Strategist at Real Management Company

Relationship likelihood: Strong

President at Redwood Empire Food Bank

Relationship likelihood: Strong

Former Senior Vice President at AllianceBernstein LP

Relationship likelihood: Strong

Former Neo-Natal Nurse at Sutter Medical Center of Santa Rosa

Relationship likelihood: Strong

Member at Large, Board of Directors at Community Foundation Sonoma County

Relationship likelihood: Strong

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Irv Rothenberg
Client Development at Buckingham Asset Management LLC
Education
Graduate

The George Washington University actively engages Washington, D.C., and the world. Their location in the heart of Washington places them at the core of U.S. government, policy and law. They sit where the worlds of science, technology, media and the arts converge. Their students and faculty have the unparalleled opportunity to study and work alongside leaders and practitioners in every discipline, to take part in the interchanges that shape our community and the world. The George Washington University was created in 1821 through an Act of Congress, fulfilling George Washington’s vision of an institution in the nation’s capital dedicated to educating and preparing future leaders. Today, GW is the largest institution of higher education in the District of Columbia. They have more than 20,000 students—from all 50 states, the District and more than 130 countries—studying a rich range of disciplines: from forensic science and creative writing to international affairs and computer engineering, as well as medicine, public health, the law and public policy. GW comprises three campuses—Foggy Bottom and Mount Vernon in Washington, D.C., and the GW Virginia Science and Technology Campus in Ashburn, Va.—as well as several graduate education centers in the metropolitan area and Hampton Roads, Va.

Career History
Client Development
Current

Buckingham Asset Management (BAM) employs a passive investment strategy that seeks to capture returns in a low-cost, tax efficient manner. The firm's investment approach is based on Modern Portfolio Theory and the concepts that: (1) markets process information so rapidly when determining security prices that it is extremely difficult to gain a competitive edge by exploiting market anomalies (2) over time, riskier assets provide higher expected returns to investors who accept greater risk (3) adding high-risk, low-correlating asset classes to a portfolio can reduce volatility and increase expected rates of return and (4) passive asset class fund portfolios can be designed with the expectation of delivering the highest expected returns for a chosen level of risk over time. BAM also stresses diversification within and across asset classes to lower risk while maintaining similar (or even the same) expected returns. Based on each client's investment objectives and risk tolerance, portfolios are allocated to equity and fixed-income investments which are further diversified among domestic and international stocks, small-cap and large-cap stocks and growth and value stocks.

Co-Founder
1995 - Prior

Wealth Management Consultants LLC is an American private company located in Santa Rosa, CA. The firm provides investment advice.

Partner-in-Charge
Prior

BDO USA, LLP is the United States Member Firm of BDO International, a global professional services network. BDO USA, LLP was founded as Seidman and Seidman in New York City in 1910 by three immigrant brothers: Maximillian L. Seidman, Francis E. Seidman, and Jacob S. Seidman.

Awards & Honors
CPA (Certified Public Accountant)
American Institute of Certified Public Accountants - Personal Financial Specialist
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