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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 ...

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

Rockville, MD, August 1, 2017 — Bronfman Rothschild, an independent investment advisor based in Rockville, Maryland, today announced that Michael ...

Wealthspire Advisors Predecessor Bronfman Rothschild Named to Financial Times Top 300 Registered Investment Advisor List

Rockville, MD, June 22, 2017 — Bronfman Rothschild, an independent investment advisor based in Rockville, Maryland, today announced that it ...

John H. Wolff and Team from Capital Fiduciary Advisors Join Wealthspire Advisors Predecessor Bronfman Rothschild

Rockville, MD. May 8, 2017 — Bronfman E.L. Rothschild LP, an independent investment advisor based in Rockville, Maryland, today announced the transition ...