In the NewsIn the NewsInvesting Dmitriy Katsnelson Shares Thoughts with The Washington Post November 10, 2017
In the NewsIn the NewsPress Release Michael LaMena to join Wealthspire Advisors Predecessor Bronfman Rothschild as President and Chief Operating Officer August 1, 2017Rockville, MD, August 1, 2017 — Bronfman Rothschild, an independent investment advisor based in Rockville,…
In the NewsAwardsIn the NewsPress Release Wealthspire Advisors Predecessor Bronfman Rothschild Named to Financial Times Top 300 Registered Investment Advisor List June 22, 2017Rockville, MD, June 22, 2017 — Bronfman Rothschild, an independent investment advisor based in Rockville,…
In the NewsIn the NewsM&APress Release John H. Wolff and Team from Capital Fiduciary Advisors Join Wealthspire Advisors Predecessor Bronfman Rothschild May 8, 2017Rockville, MD. May 8, 2017 — Bronfman E.L. Rothschild LP, an independent investment advisor based in Rockville,…
In the NewsIn the NewsM&A Marilyn S. Napoli Joins Wealthspire Advisors Predecessor Bronfman Rothschild March 8, 2017New York, NY. March 8, 2017 —Bronfman E.L. Rothschild LP, an independent investment advisor based in Rockville,…
In the NewsM&APress Release Wealthspire Advisors Predecessor Bronfman Rothschild Acquires TriCapital Advisors January 31, 2017Rockville, MD. January 31, 2017 —Bronfman E.L. Rothschild LP today announced that it has acquired…
In the NewsAwardsPress Release Wealthspire Advisors Predecessor Bronfman E.L. Rothschild Ranks Number 2 on Financial Advisor Magazine’s List of the Fastest Growing RIA Firms July 12, 2016Annual List Identifies Top 50 Fastest Growing Firms Rockville, MD. July 12, 2016—Bronfman E.L. Rothschild…
In the NewsIn the NewsPress Release Aviva Pinto to Lead Panel at Family Office Forum July 7, 2016New York, NY. July 7, 2016— Aviva Pinto, CDFA®, Director with Bronfman E. L. Rothschild,…
In the NewsIn the News Wealthspire Advisors Predecessor Bronfman E. L. Rothschild Names Hoyt Stastney General Counsel May 12, 2016Hoyt R. Stastney has joined Bronfman E.L. Rothschild as General Counsel. Prior to joining the…
In the NewsM&APress Release Wealthspire Advisors Predecessor Bronfman E.L. Rothschild Acquires Highline Wealth Management August 11, 2015Combined Firm Will Manage $3.6 Billion in Assets Madison, WI / Rockville, MD August 11,…
In the NewsM&APress Release Wealthspire Advisors Predecessor Bronfman E.L. Rothschild Acquires Lake Country Wealth Management April 30, 2015Brion S. Collins to Join Executive Management Team Madison, Wis. April 30, 2015—Bronfman E.L. Rothschild today…
