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M&A Archives - Wealthspire Advisors

Wealthspire Advisors Predecessor Bronfman Rothschild Announces Close of Acquisition by NFP’s Sontag Advisory

In the News
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 bolstered by NFP’s comprehensive retirement and corporate benefits practice. “We are excited about the integration of the two firms,” said Mike LaMena,…
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NFP to Acquire Wealthspire Advisors Predecessor Bronfman Rothschild

In the News
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 acquisition, NFP will integrate Bronfman Rothschild with Sontag Advisory LLC (Sontag), a New York-based wealth manager, investment advisor, consultant, fiduciary and subsidiary of…
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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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Wealthspire Advisors Predecessor Bronfman Rothschild Acquires TriCapital Advisors

In the News
Rockville, MD. January 31, 2017 —Bronfman E.L. Rothschild LP today announced that it has acquired TriCapital Advisors, Inc., an independent investment advisor based in Rockville, Maryland. Specializing in investment management, financial planning, tax and estate planning, TriCapital Advisors manages $185 million* in client assets. TriCapital Advisors President, Mark Schwartz; Vice President of Operations, Jan Campbell; and Client Service Manager, Rebecca Ward Maranville will join Bronfman E.L. Rothschild after the acquisition is completed. The acquisition of TriCapital Advisors marks Bronfman E.L. Rothschild’s third acquisition in less than two years, having acquired Highline Wealth Management in August 2015 and Lake Country Wealth…
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