Blair Rothstein, JD, CFP®

Managing Director, Principal

Blair Rothstein


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 President and on the Board of Trustees of Congregation Shearith Israel. He also Chaired the Investment Committee for the Atlanta Jewish Foundation and serves on the Foundation Board. He was previously on the Board for the University of Michigan Club (Atlanta Chapter) and volunteered 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.