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In the News Archives | Page 12 of 12 | Wealthspire | Page: 12

Michael LaMena to join Wealthspire Advisors Predecessor Bronfman Rothschild as President and Chief Operating Officer

In the News
Rockville, MD, August 1, 2017 — Bronfman Rothschild, an independent investment advisor based in Rockville, Maryland, today announced that Michael LaMena will join the firm as President and Chief Operating Officer. Said Neal Simon, CEO of Bronfman Rothschild, “This is a new role at our firm as we continue to scale our business. Michael adds depth to our management team and has had experience growing a business from $5 billion to $30 billion in assets under management. He is smart, thoughtful and humble and will fit well in our culture.” LaMena joins Bronfman Rothschild from Hightower Advisors where he was…
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Wealthspire Advisors Predecessor Bronfman Rothschild Named to Financial Times Top 300 Registered Investment Advisor List

In the News
Rockville, MD, June 22, 2017 — Bronfman Rothschild, an independent investment advisor based in Rockville, Maryland, today announced that it was named to the 2017 Financial Times Top 300 Registered Investment Advisor list. In its fourth year, the annual FT Top 300 list 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 growth, number of years in existence, industry certifications and credentials of the staff, SEC compliance records and online accessibility. This year’s average FT 300 practice manages $2.7 billion in assets. Said Neal Simon,…
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John H. Wolff and Team from Capital Fiduciary Advisors Join Wealthspire Advisors Predecessor Bronfman Rothschild

In the News
Rockville, MD. May 8, 2017 — Bronfman E.L. Rothschild LP, an independent investment advisor based in Rockville, Maryland, today announced the transition of a team led by John H. Wolff from Capital Fiduciary Advisors. In addition, Bronfman E.L. Rothschild will open a new office in Reston, Virginia, where the majority of the team will be based. Capital Fiduciary Advisors CEO John H. Wolff, who will become a principal and managing director of Bronfman E.L. Rothschild, is joined in the transition by a team of four professionals, including Capital Fiduciary Advisors Managing Director Ted Leasure. Said Neal Simon, CEO of Bronfman E.L. Rothschild,…
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Marilyn S. Napoli Joins Wealthspire Advisors Predecessor Bronfman Rothschild

In the News
New York, NY. March 8, 2017 —Bronfman E.L. Rothschild LP, an independent investment advisor based in Rockville, Maryland, today announced that Marilyn S. Napoli, CFP®, has joined its New York office as a Director of Wealth Management. Said Neal Simon, CEO of Bronfman E.L. Rothschild, “We are pleased to welcome Marilyn to our team. She is the type of partner we look to bring into our client-focused culture. She has a depth of experience serving multi-generational families and charitable organizations and shares our fiduciary focus.” Napoli joins the firm with over 20 years of financial experience. Prior to Bronfman E.L. Rothschild, she…
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Aviva Pinto to Lead Panel at Family Office Forum

In the News
New York, NY. July 7, 2016— Aviva Pinto, CDFA®, Director with Bronfman E. L. Rothschild, will lead a panel discussion at the upcoming Family Office and Wealth Management Forum. The forum, to be held July 18 – 20 at the Hyatt Regency Newport in Newport, Rhode Island, is presented annually by the OPAL Group, drawing thousands of attendees from single and multi-family offices as well as private investors. Pinto, a financial advisor based in New York who has served as client relations manager for multi-family offices, will moderate a panel July 18 titled “Thinking Outside the Box – Investing in…
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Wealthspire Advisors Predecessor Bronfman E. L. Rothschild Names Hoyt Stastney General Counsel

In the News
Hoyt R. Stastney has joined Bronfman E.L. Rothschild as General Counsel. Prior to joining the firm, Stastney was an equity partner at Quarles & Brady LLP where his focus included securities, investment management, mergers and acquisitions, corporate finance, and financial institutions. He also served as chair of the Investment Management Team for Quarles & Brady’s Business Law Group. He has served as Chair of the Financial Institutions Practice, Business Law Section of the State Bar of Wisconsin and Past President of the Wisconsin Chapter of the Society of Corporate Secretaries and Governance Professionals. Click here for the full release.
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