Wealthspire Advisors Predecessor Bronfman Rothschild Welcomes John Montgomery to the Team
Rockville, MD, August 2, 2019 — Wealthspire Advisors predecessor Bronfman Rothschild, an independent investment advisor based in New York, NY, ...
Financial Advisor Magazine Ranks Wealthspire Advisors Predecessor Sontag Advisory #53 in 2019 RIA Survey
New York, NY, July 23, 2019 – Sontag Advisory, a leading financial planning and investment advisory firm, announced that it ...
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 ...
Wealthspire Advisors Predecessor Bronfman Rothschild Named to Financial Times Top 300 Registered Investment Advisor List for Third Year
Rockville, MD, June 28, 2018 — Bronfman Rothschild, an independent investment advisor based in Rockville, Maryland, today announced that it was ...
Wealthspire Advisors Predecessor Bronfman Rothschild Named a 2018 “Best Places to Work for Financial Advisers” by InvestmentNews
Rockville, MD, March 26, 2018 — InvestmentNews today announced that Bronfman Rothschild has been selected as a 2018 “Best Places ...
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 ...
