Rockville, MD, March 26, 2018 — InvestmentNews today announced that Bronfman Rothschild has been selected as a 2018 “Best Places to Work for Financial Advisers” based on employer and employee surveys delving into everything from company culture, benefits, career paths and more.
“We strive to hire and keep the best people to serve our clients,” said Mike LaMena, President and Chief Operating Officer. “We cultivate a trust-based relationship with every client, which is made possible by our low client-to-advisor ratio. Our advisors believe in and support our collaborative culture.”
InvestmentNews partnered with Best Companies Group, an independent research firm specializing in identifying and recognizing great places to work, to establish this year’s top 50 great places to work and compile the inaugural survey and recognition program. The list is a first of its kind for the financial advice industry.
“InvestmentNews is pleased to introduce our readers to 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, VP/Publisher, InvestmentNews. “They are role models for other firms in the industry who are striving to improve their own human resource policies and practices.”
Bronfman Rothschild will be recognized on May 15th at the first annual Best Places to Work for Financial Advisers Awards
Luncheon in Chicago at the University Club. To learn more about the InvestmentNews 2018 50 Best Places to Work for Financial Advisers, please go to investmentnews.com/BestPlacestoWork.
About InvestmentNews
InvestmentNews is the leading source for news, analysis and information essential to the financial advisory community. Since
1998, our standard of editorial excellence and deep industry knowledge has allowed us to educate, inform and engage the most influential financial advisers. Through a weekly newspaper, website, newsletters, research, events, videos and webcasts, InvestmentNews provides exclusive and up-to-the-minute news, as well as actionable intelligence, that empowers financial advisers to serve their clients and run their businesses more effectively whenever, however and wherever they need it.
The InvestmentNews headquarters are located in New York, with offices in Chicago and Washington D.C. InvestmentNews is part of Crain Communications, Inc.
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 https://www.wealthspire.com.
