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Wealthspire Advisors predecessor Bronfman Rothschild now part of the NFP group of companies Rockville, MD, May 2, 2019 — Bronfman Rothschild, an independent investment advisor based in Rockville, Maryland, today announced the closing of its sale to Sontag Advisory (a subsidiary of NFP Corp.). The two firms will integrate and manage a combined $11.93 billion as of March 31, 2019. Of those assets under management, $2.4 billion will be managed by Bronfman Rothschild Plan Advisors, who will be bols

New York, NY, April 25, 2019 — Wealthspire Advisors, an independent investment advisor based in New York, NY, today announced that Senior Vice President of Investments Christopher Maxey and Managing Director John Wolff will participate at an Opportunity Zones investment event in Washington, D.C. on April 30. The event is hosted by the Chartered Alternative Investment Analyst Association (CAIA) and law firm K&L Gates. Maxey and Wolff will participate on a panel focused on bringing allocators

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 honor

Bronfman Rothschild will be integrated with NFP’s Sontag Advisory, creating a unified firm with $10 billion of assets under management NEW YORK – March 26, 2019 – NFP Corp., a leading insurance broker and consultant and a provider of wealth management, retirement and estate planning to high net worth individual clients, announced today that it has entered into a definitive agreement to acquire wealth advisory firm Bronfman E.L. Rothschild, LP (Bronfman Rothschild). Upon the closing of the acqu

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

Rockville, MD, June 28, 2018 — Bronfman Rothschild, an independent investment advisor based in Rockville, Maryland, today announced that it was named to the 2018 Financial Times Top 300 Registered Investment Advisor list. This was the firm’s third inclusion on this prestigious list. The annual FT Top 300 list, now in its fifth year, recognizes independent RIA firms across the United States. The FT has a rigorous evaluation process based on each firm’s assets under management (AUM), AUM gro

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 cl