Howard Rothman is a Managing Director with TritonPoint Wealth. He serves a select group of entrepreneurs and families primarily in the MD-DC-VA metro region. Prior to joining TritonPoint Wealth, he garnered 15 years of Wall Street experience as a Private Wealth Advisor at Morgan Stanley, UBS, and JPMorgan.
Howard believes private wealth management has never been simply about supervision of assets. Rather, he strives to gain an understanding of the interwoven story of a client’s life to ensure that his approach reflects their values, traditions, and unique personal goals. He embraces each chapter of this narrative, providing guidance, insight, and partnership to individuals whose objective is to sustain financial success on their terms.
Howard is a Certified Exit Planning Advisor-CEPA®. He and the TritonPoint Wealth team assist business owners prepare for their exit transactions from a personal, financial and business readiness standpoint. Successful exits include several professionals working together. Howard is able to assist in building and coordinating a unified team of professionals around the client. He is happy to work with the client’s existing professionals and make introductions where needed. Successful exit planning often starts years in advance of the transaction and includes proactive tax, estate, and gift planning.
Understanding the importance of community Howard’s civic volunteer organizations include: The Maryland Tech & Life Sciences Council, Industry Awards Gala Program Co-Chair 2018-2022, Board Member 2017-2023, JSSA Board Member 2010-2018, Northern Virginia Chamber of Commerce Board Member 2017-2020, Small and Emerging Contractor Advisory Forum “SECAF” Annual Gala Sponsor 2011-2023 & The Greater Washington Government Contractor of the Year Gala Gold Sponsor 2011-2023.
He is listed on Forbes “2023 Best-in-State Wealth Advisors” list for Washington, DC. Each advisor—selected by SHOOK Research—is chosen based on an algorithm of qualitative and quantitative criteria, including in-person interviews; industry experience; compliance records; revenue produced; and assets under management. No compensation has been provided in connection with obtaining or using this award.
Howard resides in Rockville, Md and is the proud father of two daughters. In his spare time, he enjoys time with his family, traveling, golf and supporting his favorite sports teams.