Emily Kurisky

Rockville, MD, August 1, 2017 — Bronfman Rothschild, an independent investment advisor based in Rockville, Maryland, today announced that Michael LaMena will join the firm as President and Chief Operating Officer. Said Neal Simon, CEO of Bronfman Rothschild, “This is a new role at our firm as we continue to scale our business. Michael adds depth to our management team and has had experience growing a business from $5 billion to $30 billion in assets under management. He is smart, thoughtful and

Rockville, MD, June 22, 2017 — Bronfman Rothschild, an independent investment advisor based in Rockville, Maryland, today announced that it was named to the 2017 Financial Times Top 300 Registered Investment Advisor list. In its fourth year, the annual FT Top 300 list recognizes independent RIA firms across the United States. The FT has a rigorous evaluation process based on each firm’s assets under management (AUM), AUM growth, number of years in existence, industry certifications and credenti

Rockville, MD. May 8, 2017 — Bronfman E.L. Rothschild LP, an independent investment advisor based in Rockville, Maryland, today announced the transition of a team led by John H. Wolff from Capital Fiduciary Advisors. In addition, Bronfman E.L. Rothschild will open a new office in Reston, Virginia, where the majority of the team will be based. Capital Fiduciary Advisors CEO John H. Wolff, who will become a principal and managing director of Bronfman E.L. Rothschild, is joined in the transit

New York, NY. March 8, 2017 — Bronfman E.L. Rothschild LP, an independent investment advisor based in Rockville, Maryland, today announced that Marilyn S. Napoli, CFP®, has joined its New York office as a Director of Wealth Management. Said Neal Simon, CEO of Bronfman E.L. Rothschild, “We are pleased to welcome Marilyn to our team. She is the type of partner we look to bring into our client-focused culture. She has a depth of experience serving multi-generational families and charitable or

Rockville, MD. January 31, 2017 — Bronfman E.L. Rothschild LP today announced that it has acquired TriCapital Advisors, Inc., an independent investment advisor based in Rockville, Maryland. Specializing in investment management, financial planning, tax and estate planning, TriCapital Advisors manages $185 million* in client assets. TriCapital Advisors President, Mark Schwartz; Vice President of Operations, Jan Campbell; and Client Service Manager, Rebecca Ward Maranville will join Bronfman E.L.

Annual List Identifies Top 50 Fastest Growing Firms Rockville, MD.  July 12, 2016—Bronfman E.L. Rothschild is proud to announce its inclusion in Financial Advisor Magazine’s 2016 list of fastest growing RIA firms in the United States, a nationally recognized ranking of independent wealth management firms. Bronfman E.L. Rothschild ranked second. The survey, which included 612 total firms, ranked advisors by their percentage of growth in assets under management from year-end 2014 to year-end

New York, NY. July 7, 2016 — Aviva Pinto, CDFA®, Director with Bronfman E. L. Rothschild, will lead a panel discussion at the upcoming Family Office and Wealth Management Forum. The forum, to be held July 18 – 20 at the Hyatt Regency Newport in Newport, Rhode Island, is presented annually by the OPAL Group, drawing thousands of attendees from single and multi-family offices as well as private investors. Pinto, a financial advisor based in New York who has served as client relations manager for

Hoyt R. Stastney has joined Bronfman E.L. Rothschild as General Counsel. Prior to joining the firm, Stastney was an equity partner at Quarles & Brady LLP where his focus included securities, investment management, mergers and acquisitions, corporate finance, and financial institutions. He also served as chair of the Investment Management Team for Quarles & Brady’s Business Law Group. He has served as Chair of the Financial Institutions Practice, Business Law Section of the State Bar of

Brion S. Collins to Join Executive Management Team Madison, Wis. April 30, 2015—Bronfman E.L. Rothschild today announced the acquisition of Lake Country Wealth Management (LCWM). Bronfman E.L. Rothschild will maintain LCWM’s Delafield location, adding a sixth office to their others in Milwaukee, Minneapolis, Madison, Appleton, and Janesville. LCWM was founded by Brion S. Collins in 2009. The firm provides fully integrated fee-for-service financial planning advice, insurance solutions, and