Blair Rothstein, an Atlanta native, is an experienced investment advisor. He provides sophisticated investment management and financial planning advice to a client base of high net-worth individuals, families, trusts and estates, and non-profit organizations. He approaches each client’s needs with personalized attention and superior service.
As an active volunteer, Blair holds several leadership positions. Blair is currently Treasurer and on the Board of Trustees of Congregation Shearith Israel. He Co-Chaired the Balser Philanthropy Symposium and is a Board Member of Atlanta Jewish Foundation. He served on the Board for the University of Michigan Club (Atlanta Chapter), is a Committee Member of Hillels of Georgia Endowment and works with various civil rights organizations. He is a graduate of L.E.A.D. Atlanta.
Blair earned his B.A. in Economics and History from the University of Michigan. He received his J.D. from Tulane University School of Law, and participated in the University of Georgia CFP® Certification Program. He is FINRA Series 7, 24 and 66 licensed.