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Wealthspire Predecessor Bronfman Rothschild named a 2019 “Best Places to Work for Financial Advisers” by InvestmentNews

April 1, 2019 November 11th, 2019 No Comments

Rockville, MD, April 1, 2019 — InvestmentNews today announced that Bronfman Rothschild has been selected as a 2019 “Best Place to Work for Financial Advisers” based on employer and employee surveys delving into everything from company culture and benefits to career paths and more.

“We strive to cultivate a collaborative, dynamic culture that empowers our talented team to both grow professionally and serve their clients,” said Mike LaMena, President and Chief Operating Officer. “We’re honored to be recognized by InvestmentNews and view this as a testament to the work our entire team is doing, and a validation of our position as a destination of choice for top advisors and the clients they serve.”

InvestmentNews partnered with Best Companies Group, an independent research firm specializing in identifying great places to work. The list is the only of its kind for the financial advice industry. A complete list of the 75 firms named to this year’s Best Places to Work for Financial Advisers can be found at InvestmentNews.com/BestPlaces.

InvestmentNews is pleased to recognize firms with supportive cultures where advisers can thrive and are empowered to provide their clients with the best possible investment and financial planning advice,” said Suzanne Siracuse, CEO/Publisher, InvestmentNews. “They are role models for other firms in the industry who are striving to improve their own human resource policies and practices.”

Last week, Bronfman Rothschild announced that it would combine forces with NFP’s Sontag Advisory, creating a unified firm with $10 billion of assets under management. The combined entity, to be led by the Bronfman Rothschild and Sontag management teams, will expand the resources and expertise available to clients of both firms.

About Wealthspire Advisors

Wealthspire Advisors is a New York City-based, independent registered investment advisory firm with more than 120 associates serving clients from 11 offices in 7 states. With a strong commitment to a fiduciary business model, the firm believes in connecting all parts of a clients’ financial life and delivering thoughtful, collaborative strategies that focus on what’s most important to each client. Wealthspire Advisors acts as a wealth manager, investment advisor, consultant, and constant partner in helping clients achieve their aspirations. For more information on Wealthspire Advisors, please visit www.wealthspire.com.

 


Wealthspire Advisors is the common brand and trade name used by Sontag Advisory LLC and Wealthspire Advisors, LP, separate registered investment advisers and subsidiary companies of NFP Corp. Securities, when offered, are offered through an affiliate, Wealthspire Capital, LLC, member FINRA/SIPC.