Jason C. Rothman

Jason currently assists Tyler in all major components of the Wealth Management process including Financial Planning, Portfolio Management/Construction, Investment Analysis, and Client Relations. In June, 2023 Jason joined Delta Wealth Management after successful Internships with the firm in both 2021 & 2022. Jason is actively studying to complete the Securities Industry Exam (SIE), Series 7 Exam, and Series 66 Exam.

Education

Jason graduated as part of the National Honor Society from Old Saybrook High School in 2019 before moving on to study Finance at Bryant University. Jason graduated from Bryant University in May 2023, earning a Bachelor of Science in Business Administration with a Concentration in Finance. While at Bryant, he was also selected to serve as a Portfolio Manager of Bryant University’s Archway Investment Fund which is a student-led investment fund that provides select students a hands-on opportunity to manage an investment portfolio of more than $2.6 million. During his time as a Portfolio Manager, Jason spearheaded a group of 5 students representing the Communication Services Sector and sat as the Executive Chair of the Archway Investment Fund’s Macroeconomic Committee, where he set macroeconomic strategies and asset allocations for the Archway Equity Fund

Community

Jason Rothman is a native of Old Saybrook, CT. In his free time, Jason enjoys playing golf, tennis, boating, fitness, and traveling.