Max Rothstein

Max Rothstein is an Associate at RF Investment Partners, with prior experience as an Investment Banking Associate and Analyst at Balmoral Advisors, where responsibilities included supporting investment activities and conducting financial analyses. Additionally, Max worked as a Commercial Banking Analyst at JPMorgan Chase & Co., aiding multiple banking teams in credit preparation and financial modeling. Earlier experience includes internships at FSM Capital Management, where data reconciliation and fund distribution were key tasks, as well as roles in marketing and editorial positions that involved social media management and news article production. Max holds a Bachelor’s degree in Accounting from The Ohio State University Fisher College of Business.