Wealthspire Advisors Predecessor Bronfman Rothschild Expands Investment Team with Hire of Christopher Maxey

Rockville, MD, September 20, 2018 – Bronfman Rothschild, an independent investment advisor based in Rockville, Maryland, announced today that Christopher Maxey has joined the firm’s investment team as Director of Investment Research.

Maxey will work closely with Bronfman Rothschild Chief Investment Officer, Dmitriy Katsnelson, providing portfolio construction and asset allocation insight alongside money manager research and due diligence.

“Chris brings a wealth of subject-matter expertise in both the traditional and alternative investment spaces. His deep knowledge of financial markets makes him a tremendous asset to our investment team and the clients we serve,” said Dmitriy Katsnelson, Bronfman Rothschild Chief Investment Officer.

“Expanding our internal investment capabilities means additional support for our growing team of advisors and the continued ability to deliver tailored investment strategies that meet a broad range of client needs,” said Mike LaMena, Bronfman Rothschild President and Chief Operating Officer.

Maxey joins Bronfman Rothschild from Steben & Company where he led research, risk management and product development efforts. Previously, he held the role of Assistant Vice President and Portfolio Manager at Fortigent (now part of LPL Financial). Maxey received his BS in Finance from American University and is a Chartered Alternative Investment Analyst charterholder, also serving as Chapter Executive for the Washington DC chapter of the CAIA Association.

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 Advisory, please visit https://www.wealthspire.com.


Wealthspire Advisors LLC is a registered investment adviser and subsidiary company of NFP Corp.

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