OLYMPIA, WA. – The Office of the State Treasurer is welcoming James Rosenkoetter as the new Deputy Treasurer for its Investments Division today.
As a part of the Executive Leadership team within the office, Rosenkoetter will oversee the team that manages investments for local governments, including 229 cities and towns and all 39 Washington counties.
“There is not a single doubt that he will carry on and continue to do great things for Washington state and its local governments as the lead of our investments division,” State Treasurer Duane Davidson said.
Rosenkoetter maintains a wealth of investment knowledge from his experience in the private sector. He is a Chartered Financial Analyst (CFA) charterholder and earned an MBA in Analytic Finance from the University of Chicago Booth School of Business. He worked as a portfolio manager for BNY Mellon Wealth Management and Talon Asset Management before joining the Treasurer’s Office. Prior to that, he spent over ten years at the Bank of Montreal, working his way to Vice President and Money Market Trader.
In 2019, backed by Rosenkoetter’s extensive long-term investing experience, the Treasurer’s Office pushed for legislation that passed and paved the way for the Office’s Separately Managed Accounts program, which launched in November of 2019.
Rosenkoetter regularly provides training opportunities to local government employees at association conferences including the Washington Finance Officers Association and Washington Public Treasurers Association.
“Jim lifts everybody around him. He has ability to break down complex ideas to a variety of audiences and represents us so well while out training locals across the state,” Treasurer Duane Davidson said.
The Deputy Treasurer for Investments position became vacant when the former Deputy retired after 22 years in the position.
“We are headed in a good direction with Jim at the helm of the Investments Division. He has an analytical mind with dependable, disciplined approach that strengthens the capabilities of the entire office, Treasurer Duane Davidson said.
https://tre.wa.gov/wp-content/uploads/Jim-Rosenkoetters-swearing-in-photo.png16002400Adam Johnson/wp-content/uploads/tre-seal.pngAdam Johnson2020-01-02 22:34:412020-01-02 22:42:57State Treasurer swears in new Deputy Treasurer for Investments