Baywood Socially Responsible Instl
Portland, Maine 4101
Three Canal Plaza, Suite 600, Portland, Maine
Forum Funds II
(207) 347-2000
管理資訊
Joshua J. Rothé,自 2005年1月2日 起的牽頭經辦人
Mr. Rothé is President and Director of Research. He has been in the industry since 1991 and joined SKBA in 1994. Mr. Rothé is a member of the Investment Strategy Team. Previously, Mr. Rothé worked at Lehman Brothers and Kemper Securities. Mr. Rothé received his BS in international business and his MBA with an emphasis in finance from the University of San Francisco. He is a member the CFA Society of San Francisco and the CFA Institute. He holds the Series 65 securities license. Mr. Rothé is an equity owner of the firm.