Chris Rotberg

Chris Rotberg

Private Wealth Client Services Specialist

Chris embarked on his journey in the financial industry in 2017, interning at financial firms in Texas and California while pursuing his degree. After graduating, he landed a coveted position at Morgan Stanley in 2020 as a Client Service Associate. Chris’s exceptional performance and dedication to his tasks and responsibilities caught the attention of his colleagues at The Pinnacle Group. Impressed with his proactive and enthusiastic approach to customer service and exceptional communication skills, they offered him a place on their team.

Pinnacle has greatly benefited from Chris’s steadfast commitment to outstanding customer service. His consistent efforts to add value and contribute to the success of his colleagues and clients have made him an essential team member.

Chris graduated from Texas Christian University in Fort Worth, Texas, where he attended the M.J. Neeley School of Business and earned his bachelor’s degree. He holds series 7, 66, and Securities Industry Essentials® (SIE®) licenses through LPL Financial.

Born in the nearby city of Redmond, WA, Chris returned to Bellevue in 2020. He lives with his fiancé, Michelle, and their three feline companions: Ozzy, Sadie, and Charlie, who they adopted from Seattle Humane, an organization that Chris and Michelle actively support. The couple is eagerly anticipating their upcoming nuptials this autumn. In the meantime, Chris likes to keep himself busy with various activities, including weightlifting, hiking, snowboarding, golf, pickleball, and exploring new destinations with his partner.

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