About John Rothe

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John Rothe, CMT is the Founder and Chief Investment Officer at Riverbend Investment Management, a firm he started in 2006.

As a Chartered Market Technician (CMT), he uses advanced knowledge to analyze and interpret market action, while employing computer modeling, historical trends, and seasonal patterns.

John has dedicated his career to creating a tactical system of investing aimed at providing risk-managed investment strategies to individual and institutional investors.

John Rothe began building his finance career at Morgan Stanley, earning numerous recognitions. At CIBC Oppenheimer, he served as an OMEGA portfolio manager, with a focus on investment management strategies and constructing quantitative models.

In 2006, John’s dream of owning his firm became a reality with Riverbend Investment Management, born from his experiences on Wall Street.

John’s passion for helping investors stems from constant chaos in the market. Witnessing two major market crashes that devastated portfolios, especially those poised for retirement, pushed John to create a tactical investment system that uses computer modeling, historical trends, seasonal patterns, and market news.

His goal is to offer clients a more proactive investment strategy that lets them “be on offensive” during rising markets, and “be on defense” when markets are falling.

“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

CMT logo for John RotheJohn Rothe is a Chartered Market Technician (CMT) and an experienced portfolio manager behind Riverbend’s investment strategies that cater to both individual and institutional investors.

CMT Charterholders like John are regarded as the definitive chart analysis experts and use their advanced knowledge to analyze and interpret market nuances. They employ everything from pattern recognition and quantitative approaches to rules-based trading system design and testing.

Completing the CMT Program demonstrates John has a mastery of technical analysis knowledge – a must in today’s increasingly volatile markets.

John has appeared on numerous media outlets, including CNBC, US News, Investment News, Forbes, Financial Planning Magazine, and on Wall Street Business Network syndicated radio broadcasts.

He is also an active member of both the National Association of Active Investment Managers (NAAIM) and The Chartered Market Technicians Association.

John lives in Rehoboth Beach, DE with his family and an overactive puppy. He spends as much time as possible on the water, fishing, spearfishing, paddleboarding, and attempting to stand up on a surfboard.

 

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John Rothe on Substack