In the NewsAwardsPress Release Wealthspire Advisors Predecessor Bronfman Rothschild Named a 2018 “Best Places to Work for Financial Advisers” by InvestmentNewsMarch 26, 2018Rockville, MD, March 26, 2018 — InvestmentNews today announced that Bronfman Rothschild has been selected…
In the NewsIn the NewsWealth Transitions Aviva Pinto interviewed by “The Street” on protecting yourself during divorceJanuary 15, 2018
In the NewsIn the NewsInvestingRetirement Planning Brion Collins discusses Target Date Funds with Financial Advisor IQDecember 14, 2017
In the NewsIn the NewsInvesting Managing Director Brion Collins Interviewed by ETF.comDecember 4, 2017
In the NewsIn the NewsInvesting Dmitriy Katsnelson Shares Thoughts with The Washington PostNovember 10, 2017
In the NewsIn the NewsPress Release Michael LaMena to join Wealthspire Advisors Predecessor Bronfman Rothschild as President and Chief Operating OfficerAugust 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 ListJune 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 RothschildMay 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 RothschildMarch 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 AdvisorsJanuary 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 FirmsJuly 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 ForumJuly 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 CounselMay 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 ManagementAugust 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 ManagementApril 30, 2015Brion S. Collins to Join Executive Management Team Madison, Wis. April 30, 2015—Bronfman E.L. Rothschild today…
