Managing partner Jake Asplundh noted that Rohtla’s unique professional history makes him a strong cultural fit for the firm’s advisory team. Before his transition to Philadelphia, Rohtla spent significant time at Vanguard, where he participated in the Emerging Leader Development program. His work there spanned multiple divisions, including Investment Stewardship and Personal Advisory Services, before he moved into managing portfolios for high-net-worth clients.
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Alex Rohtla Joins Passive Capital Management in Philadelphia
Drawing on a decade of experience in education and his tenure at Vanguard, Alex Rohtla has stepped into a new role as a Financial Advisor at Passive Capital Management. Based in the firm’s Philadelphia office, Rohtla brings a blend of investment management expertise and a coach’s approach to client relations.
Rohtla’s earlier career spent teaching high school and coaching athletics influences his current advisory style. He holds a Master of Science from Villanova University and a Bachelor of Arts from the University of North Carolina at Chapel Hill. In addition to his CFP® designation, he is a Certified Student Loan Professional (CSLP®). Passive Capital Management, founded in 2007, continues to operate as a fee-only Registered Investment Advisor with existing locations in Baltimore and Syracuse.
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