Rockville, MD, August 2, 2019 — Wealthspire Advisors predecessor Bronfman Rothschild, an independent investment advisor based in New York, NY, announced today that John Montgomery has joined the firm as a special consultant.
Montgomery will work closely with advisors based in the Reston, VA and Rockville, MD offices to assist with ongoing client relationship management, business development efforts, and special projects.
“John brings more than 40 years of industry expertise to our team. His knowledge of financial markets and investments and his passion for helping clients reach their goals and objectives will enable us to better serve clients and grow our firm,” said John Wolff, Managing Director at Wealthspire Advisors and former partner of Montgomery’s at Capital Fiduciary Advisors.
John most recently served as Managing Director and Chief Investment Officer at Capital Fiduciary Advisors, a firm located in neighboring Bethesda, MD. Previously, he also worked as a Managing Director for Potomac Asset Management and as President of Montgomery Brothers, Inc., for almost two decades.
In addition to his investing expertise, Montgomery has also remained an active alumnus of his alma mater, Georgetown University, where he served on the adjunct faculty of the Business School for 20 years. He currently teaches Personal Finance at the Richard J. Bolte, Sr. School of Business at Mount St. Mary’s University, and is involved in many local business and eleemosynary efforts in the Washington DC community.
About Wealthspire Advisors
Wealthspire Advisors is a New York City-based, independent registered investment advisory firm with more than 120 associates serving clients from 13 offices in 9 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.
