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Meet the

TEAM

Meet the team behind Rothman Investment Management.


Jacob T. Rothman Photo Jacob T. Rothman Hover Photo
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Jacob T. Rothman

CPA, CFA, CFP®, Portfolio Manager

jake@rothmaninvest.com

Jacob (Jake) Rothman, CPA, CFA, CFP® started Rothman Investment Management to help people in San Luis Obispo County and around the country build, protect and focus their wealth through fee-only, fiduciary, comprehensive wealth management.  Jake spent almost a decade as a member of investment teams before starting his own firm to work with clients directly.  He believes that having a personalized plan that aligns with ones values can bring lasting satisfaction.  Jake lives with his wife, Nour, in Paso Robles, California and loves being back in the area where he grew up after a career path that took him to Georgia, Virginia, Massachusetts, and Wisconsin.  While he enjoys traveling to see friends around the country and new places around the world, Jake loves to return home to his community.

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Education & Credentials

  • Cal Poly, San Luis Obispo, BS Business Administration: Accounting, 1997
  • University of Virginia, Darden Graduate School of Business, MBA, 2005
  • Liberty Theological Seminary, MAR, 2010
  • Certified Public Accountant (CPA), licensed in Georgia, 1999
  • Chartered Financial Analyst (CFA), 2010
  • Certified Financial Planner (CFP) 2019

Experience

  • Staff Accountant, Draffin and Tucker, LLP, Albany, GA 1997-1999
  • Chief Financial Officer, Albany Area Primary Health Care, Albany, GA 1999-2003
  • Equity Research Analyst, Mayo Capital Partners, Boston, MA 2005-2012
  • Equity Research Analyst, Madison Investment Advisors, Madison, WI 2012-2014
  • Portfolio Manager, Rothman Investment Management, Atascadero, CA 2015-

Volunteering

  • Founder, Director, Life Camp Ministries – a weeklong overnight summer Bible camp serving children and youth on the Central Coast
  • Founder, Chairman, Alpha Kerdaino Foundation – a private foundation that supports Christian organizations involved in evangelism and discipleship
  • Board member, Treasurer, Child Evangelism Fellowship of San Luis Obispo County – a children’s evangelistic ministry that serves children through clubs, camp and other outreach
  • Board member, Treasurer, Child Evangelism Fellowship of Southern California – a children’s evangelistic ministry that serves children through clubs, camp and other outreach throughout Southern California
  • Finance Deacon, Treasurer, Grace Central Coast
  • Member, Rotary Club of Atascadero
  • Governing Board Member, Sierra Vista Medical Center, San Luis Obispo

Interests 
Exercise – Jake can be regularly found in the gym or running outside and enjoys occasionally running a 10K or half marathon.

Reading – Jake reads and listens to books about a variety of subjects, with particular interest in finance, business, productivity, human behavior, history, biography, theology and Christian living

Travel – Jake has been to all fifty US states, and five continents… so far.

Time with family and friends – spending time in close relationships brings richness to life in a way nothing else can



Hannah Lique Naitove  Photo Hannah Lique Naitove  Hover Photo
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Hannah Lique Naitove

Compliance Manager

Hannah@Rothmaninvest.com

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. During her six years at Mayo Capital Partners, LLC, she earned her Investment Adviser Certified Compliance Professional (IACCP) Certification and became the Compliance Manager and Finance Associate, Partner. In 2017, she joined Rothman Investment Management as Compliance and Operations Manager. Her compliance expertise, engaging personality and business versatility have been vital assets to our growing firm. She enjoys making connections, playing sports, and traveling in her spare time. 

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Education and Credentials:

  • Keene State College, Keene, NH, BA Economics and Minor in Business Management 2011
  • Investment Adviser Certified Compliance Professional (IACCP); ID #48713, 2015

Experience:

  • Owner and Founder of Project XO, 2018
  • Compliance and Accounting Associate; Mayo Investment Advisors, 2011 – 2015
  • Partner, Compliance Manager and Finance Associate; Mayo Investment Advisors, 2015 – 2017
  • Spoke at the The Exchange Network National Conference, 2018
  • Part of M-Eight an exclusive private league of fine millennial masterminds

Volunteering:

  • Member of Rotary Club of San Luis Obispo de Tolosa
  • Dream Makers SLO
  • Poly Canyon Ventures
  • Clothing Swap San Luis Obispo

Interests

Exercise – Hannah regularly enjoys playing pickup basketball and soccer in SLO, as well as, attending Spark Yoga.

Podcasts – Her favorite podcast are The Good Life Project, Don’t Keep Your Day Job, Raw Milk, The School of Greatness, and Nice Girl Uprising to name a few

Travel – Hannah loves to travel and find new experiences. Some of her favorite countries are Italy, Indonesia, and Vietnam.

Additionally, she loves to create, design, and plan exclusive date nights for couples and small groups in the Central Coast. If she is not busy working on compliance or planning a date night you can find her sitting by the ocean or relaxing at a coffee shop connecting with the community and building relationships with others.