Paige Roth has been President, Chief Executive Officer and Chief Compliance Officer of Pine Haven Investment Counsel since September 1999, is a control person of the firm and directly owns 75% or more of it. Paige Roth holds an M.B.A. from Cornell University and a B.A. in Psycho Biology from Wellesley College.
Pine Haven Investment Counsel, Inc. is a firm with $193M under management, 84 clients and 2 advisers across 2 offices, as of its February 2026 filing.
Paige Johnson Roth is President of Pine Haven Investment Counsel. Before that she was a Partner at Western Pacific Investment Advisers in Portland, Oregon, where she worked as a Portfolio Manager and managed the technology, finance and portfolio administration areas. She started Pine Haven in October 1999.
- – present · 25 yearsFairhaven, MA · Adviser representative · Firm CRD 129365
Professional designations
Listed by Pine Haven Investment Counsel
- Chartered Financial Analyst (CFA) Charterholder
Investment adviser representative registrations
Paige Roth is registered as an investment adviser representative in Massachusetts, since July 2001.
- MassachusettsSince 19 July 2001
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 2 | Non-Member General Securities Examination | 14 November 1995 |
| Series 65 | Uniform Investment Adviser Law Examination | 4 November 1993 |
- Name
- Non-Member General Securities Examination
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Paige Johnson Roth
- CRD
- 2428098
- Firm
- Pine Haven Investment Counsel · CRD 129365
- Role
- President, Chief Executive Officer and Chief Compliance Officer
- Office
- Fairhaven, MA
- Registration
- Investment adviser registration
- In the industry since
- July 2001
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- pinehaveninv.com
Where does Paige Roth work?
Paige Roth has been President, Chief Executive Officer and Chief Compliance Officer of Pine Haven Investment Counsel, Inc. since September 1999, and is a control person of the firm.
Is Paige Roth a financial advisor?
Yes. Paige Roth has a current investment-adviser registration in Massachusetts, through Pine Haven Investment Counsel since July 2001.
How many years of experience does Paige Roth have?
Paige Roth has 25 years in the financial industry, since July 2001, across 1 adviser firm.
What exams has Paige Roth passed?
Paige Roth has passed 2 licensing exams: the Series 65 and Series 2. The earliest, the Series 65, was passed in November 1993.
Where is Paige Roth based?
Paige Roth’s registered office is in Fairhaven, MA.
Is Paige Roth registered with FINRA?
No. Paige Roth has no current broker registration.
Is Paige Roth a CFA charterholder?
Pine Haven Investment Counsel lists Paige Roth with the CFA credential (“Chartered Financial Analyst (CFA) Charterholder”) on its website. CFA Institute confirms certification status.
How can I verify Paige Roth’s record?
Search CRD 2428098 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Paige Roth’s full registration record.