Expertise: Asset Management
Experience: 25 years
Brian Rathjen is the President of Roberts & Ryan Investments. Prior to joining Roberts & Ryan in 2017, Mr. Rathjen co- founded Kelson Group, a premier placement agent focused on raising capital from the institutional marketplace for top tier money managers in alternative and traditional asset classes. Prior to Kelson Group, Mr. Rathjen started and ran Marwood Group Asset Management (MGAM), a subsidiary of Marwood Group. Mr. Rathjen oversaw all business and client service and had senior responsibilities involving the strategic direction and overall management processes at MGAM. Mr. Rathjen started his career on Wall Street as Institutional Fixed Income Specialist at Prudential Securities in 1996.
Mr. Rathjen holds SIE, Series 24, 7, 63, 66 and 3 FINRA licenses.
Education and Service
Brian Rathjen graduated from the United States Naval Academy with a Bachelor of Science in Economics in 1988. After additional Navy schooling in San Diego, Mr. Rathjen was an Engineering Officer in the Surface Warfare Community in the United States Navy. While serving onboard the USS Ouellet (FF1077) in Pearl Harbor Hawaii, then Lieutenant Rathjen was awarded both the Navy Commendation Medal and the Navy Achievement Medal for Meritorious Service.
Mr. Rathjen is passionate about Veteran causes. He serves on the Board of Directors for Boulder Crest Retreat for Military and Veteran Wellness. Mr. Rathjen is a Trustee for the Athletic and Scholarship Program for the Naval Academy Foundation and is a member of the Naval Academy’s President’s Circle. In addition, Mr. Rathjen serves on both Senator Gillibrand and Congresswoman Rice’s Service Academy Selection Committees. Mr. Rathjen is a member of the Friendly Sons of Saint Patrick where he serves as Historian. Mr. Rathjen resides in Rockville Centre, New York with his wife Wendy and his two daughters Sydney and Charlotte.