News

Bronfman E.L. Rothschild CEO Neal Simon discussed the company's recent growth and strategies moving forward with RIABiz.

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.

Madison, WI and Rockville, MD. March 8, 2017 —Bronfman E.L. Rothschild today announced that, for the second year in a row, the Centre for Fiduciary Excellence (CEFEX) has certified the firm to its fiduciary standards of excellence. Bronfman E.L.

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.

In Debbie Carlson's most recent article for U.S. News and World Report, Managing Director Brion Collins discusses lesser-known tax strategies to keep in mind as tax season approaches. Read More

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.

Rockville, MD. November 10, 2016 — Neal Simon, CEO of Bronfman E.L. Rothschild, will participate in Financial Planning’s web seminar “Best Practices for Structuring Firm-wide Compensation Plans to Attract and Retain Talent” on November 15 at 1 p.m. ET.

In a new Financial Advisor IQ article, Bronfman E.L. Rothschild Director Tim Hughes and other advisors discuss the options available to their clients for charitable giving.

Our reporting and client relationship management software provider, Envestnet Tamarac, featured Bronfman E.L Rothschild in a new case study that explores how our use of their software has transformed our business.

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