Profile
Mr. Rothenberger joined Montlake Capital in 2008.
He assists with sourcing and evaluating investment opportunities, structuring transactions and providing portfolio company support.
Prior to joining Montlake, he worked at Coldstream Capital Management, a family wealth management office located in Bellevue.
He also spent time doing business consulting for Adept Mechanical Services through an internship program offered by the University of Washington.
Mr. Rothenberger is a graduate of the University of Washington with a B.A.
in Business Administration and a focus in finance and economics, and is a CFA Level II Candidate.
Former positions of James Rothenberger
| Companies | Position | End |
|---|---|---|
Coldstream Capital Management, Inc.
 Coldstream Capital Management, Inc. Investment ManagersFinance Coldstream Capital Management, Inc. (CCM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Bellevue, Washington. The firm was founded by Roger Reynolds in 1996. CCM provides comprehensive wealth management services to affluent individuals and their families, corporate executives, business owners, multi-generational family wealth, professional athletes, private foundations, corporate pension and profit-sharing (ERISA) plans, public sector defined contribution plans, and endowments and not-for-profit organizations. | Corporate Officer/Principal | - |
Montlake Capital LLC
 Montlake Capital LLC Investment ManagersFinance Montlake Capital LLC (Montlake Capital) is a private equity firm founded in 1999.. The firm is headquartered in Seattle, Washington. | Private Equity Analyst | - |
Training of James Rothenberger
| University of Washington | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Montlake Capital LLC
Montlake Capital LLC Investment ManagersFinance Montlake Capital LLC (Montlake Capital) is a private equity firm founded in 1999.. The firm is headquartered in Seattle, Washington. | Finance |
Coldstream Capital Management, Inc.
Coldstream Capital Management, Inc. Investment ManagersFinance Coldstream Capital Management, Inc. (CCM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Bellevue, Washington. The firm was founded by Roger Reynolds in 1996. CCM provides comprehensive wealth management services to affluent individuals and their families, corporate executives, business owners, multi-generational family wealth, professional athletes, private foundations, corporate pension and profit-sharing (ERISA) plans, public sector defined contribution plans, and endowments and not-for-profit organizations. | Finance |
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