Cassie Rotman in

Cassie Rotman

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Partner | Financial Advisor at Power 10 Advisory Partners / Northwestern Mutual
📍 Greater Boston, United States

Cassie Rotman is a Partner and Financial Advisor at Power 10 Advisory Partners, a firm she co-founded with her father. With an MBA from MIT Sloan and a background in strategy consulting at Deloitte, she specializes in comprehensive financial planning for business leaders, female executives, and high-net-worth individuals.

Her firms philosophy, "Power 10," is inspired by her personal experience as a collegiate rower at Colgate University. This background informs her approach to teamwork, focus, and synchronized effort in achieving financial goals. She and her husband welcomed their first child in early 2024.

Unique fact: Cassie interned at NASA, where she worked on business strategy for the international expansion of Space Camp®.

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Experience
15 Years
Current Role
Partner | Financial Advisor
Location
Greater Boston, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Cassie cares about

Strategic Financial Planning
Her practice focuses on creating comprehensive roadmaps to help clients, including those with high net worth, define and achieve their long-term financial goals.
Female Executive Finance
She has been recognized as a leading female financial advisor and her firm specifically serves female executives, indicating a focus on their unique financial needs.
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Career

Work history

1-2018
Partner | Financial Advisor
Power 10 Advisory Partners / Northwestern Mutual
1-2017 - 1-2018
Manager, Strategy and Operations Consulting
Deloitte Consulting
1-2015 - 1-2017
Senior Consultant, Strategy & Operations
Deloitte Consulting
1-2015 - 1-2015
Graduate Teaching Assistant
MIT Sloan School of Management
1-2013 - 1-2013
Marshall Space Flight Center / U.S. Space & Rocket Center Intern
NASA
In the press

Media appearances

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Education
2013 - 2015
Master of Business Administration (MBA)
MIT Sloan School of Management
2004 - 2008
BA
Colgate University
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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