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 ...
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 ...
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 ...
Marilyn S. Napoli Joins Wealthspire Advisors Predecessor Bronfman Rothschild
New York, NY. March 8, 2017 —Bronfman E.L. Rothschild LP, an independent investment advisor based in Rockville, Maryland, today announced that Marilyn ...
Wealthspire Advisors Predecessor Bronfman Rothschild Acquires TriCapital Advisors
Rockville, MD. January 31, 2017 —Bronfman E.L. Rothschild LP today announced that it has acquired TriCapital Advisors, Inc., an independent ...
Wealthspire Advisors Predecessor Bronfman E.L. Rothschild Acquires Highline Wealth Management
Combined Firm Will Manage $3.6 Billion in Assets Madison, WI / Rockville, MD August 11, 2015—It was announced today that ...
Wealthspire Advisors Predecessor Bronfman E.L. Rothschild Acquires Lake Country Wealth Management
Brion S. Collins to Join Executive Management Team Madison, Wis. April 30, 2015—Bronfman E.L. Rothschild today announced the acquisition of Lake ...
