John Rothe, CMT is the Founder and Chief Investment Officer at Riverbend Investment Management, a firm he started in 2006.
He began his career at Morgan Stanley, where he worked creating portfolio modeling and allocation models for the firm’s clients.
During that time, John won various awards and built a strong global client base.
He was then recruited to CIBC Oppenheimer, as an OMEGA portfolio manager where he could focus on investment management strategies, which provided him the opportunity to start building rules-driven, quantitative models.
Wanting to always own his own firm, he started Riverbend Investment Management in 2006.
One major driving force for starting Riverbend was his experience on Wall Street.
“Over the course of my career in finance, I have witnessed two major upheavals in the markets that have drastically and negatively affected investors’ portfolios… and in many cases, the lifestyle they wished to live.
During the “Tech Bust” of 2000-2021, most of those affected were young entrepreneurs who were able to start over again and find success.
But the second bust — in 2008 — saw too many people near or at retirement getting wiped out.
In many cases, those affected by the tech bubble during the late 1990s had ignored common sense advice and got greedy. But in 2008, most of the investors were following the traditional advice of the Wall Street marketing machine and still got hurt.”
-John Rothe
Since then John has worked tirelessly to create a tactical system of investing that takes into account all of the resources available to him: computer modeling, historical trends, and seasonal patterns, as well as the day-to-day news that affects the markets, with the goal to provide institutional style risk-managed investment strategies to his clients.
John Rothe is a Chartered Market Technician (CMT) and the portfolio manager for Riverbend’s investment strategies, available to both individual and institutional investors.
Those who earn the CMT charter hold the highest credential within the discipline of technical analysis of capital markets. CMT Charterholders employ advanced knowledge in analyzing and interpreting market action, which includes applying classical pattern recognition, quantitative approaches to market research, and rules-based trading system design and testing. Completing the CMT Program demonstrates mastery of a core body of technical analysis knowledge used in trading and investing.
John’s investment management strategies and advice have appeared in various media outlets, such as Forbes, CNBC, Reuters, US News, Investment News, Financial Planning Magazine, and on Wall Street Business Network syndicated radio broadcasts.
John is an active member of the National Association of Active Investment Managers (NAAIM) and The Chartered Market Technicians Association.
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