Kevin Smith to Speak at InVest Digital Wealth Management Event
Kevin Smith to Speak at In|Vest Digital Wealth Management Event Rockville, MD, July 11, 2019 — Wealthspire Advisors, an independent ...
Wealthspire Advisors Predecessor Bronfman Rothschild Announces Close of Acquisition by NFP’s Sontag Advisory
Wealthspire Advisors predecessor Bronfman Rothschild now part of the NFP group of companies Rockville, MD, May 2, 2019 — Bronfman ...
Chris Maxey and John Wolff to Participate at CAIA and K&L Gates Opportunity Zones Event
New York, NY, April 25, 2019 — Wealthspire Advisors, an independent investment advisor based in New York, NY, today announced ...
Wealthspire Predecessor Bronfman Rothschild named a 2019 “Best Places to Work for Financial Advisers” by InvestmentNews
Rockville, MD, April 1, 2019 — InvestmentNews today announced that Bronfman Rothschild has been selected as a 2019 “Best Place to ...
NFP to Acquire Wealthspire Advisors Predecessor Bronfman Rothschild
Bronfman Rothschild will be integrated with NFP’s Sontag Advisory, creating a unified firm with $10 billion of assets under management ...
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 ...
