Bronfman E.L. Rothschild Continues to Grow

Jamie Fitzpatrick Joins as Chief Talent Officer

Madison. December 12, 2014—Bronfman E.L. Rothschild, today announced the addition of Jamie Fitzpatrick to its Madison Office as Chief Talent Officer. Fitzpatrick will recruit new talent for the firm’s expanding Wisconsin and Minneapolis locations, along with additional cities targeted by leadership throughout the United States.

Jamie Fitzpatrick joins Bronfman E.L. Rothschild with over 19 years of experience, most recently as a sole proprietor with DiDonato Search and Consulting.  Jamie, also a CPA, began her career with Arthur Andersen’s Milwaukee Assurance Practice. She quickly moved into an internal role and became specialized in operations and recruiting.  Fitzpatrick has since held positions at Grant Thornton LLP, Robert W. Baird, and Baker Tilly Virchow Krause, LLP. Fitzpatrick graduated Summa Cum Laude from the University of Northern Iowa with a Bachelor of Arts in Accounting.

In recent years, Bronfman E.L. Rothschild has experienced substantial growth in assets under management, number of professionals, and the breadth of its investment advisory and retirement consulting services.  “As our firm grows and expands, we continue to add talented and experienced professionals like Jamie,” said Brian Powers, Bronfman E.L. Rothschild Chief Operating Officer and Principal. “Jamie recruited for us while with DiDonato Search and Consulting and found incredibly talented people to join our firm.  We are excited to welcome her to our team.”

Bronfman E.L. Rothschild offers a full range of wealth management and investment consulting services to families, individuals, institutions, and retirement plan sponsors. The firm provides independent and objective advice to clients, creates retirement plans for plan sponsors and participants, and effectively manages investments.

 

About Bronfman E.L. Rothschild

Creating, enhancing, and preserving wealth is the focus at Bronfman E.L. Rothschild. Through in-depth knowledge and experience, specialized wealth management advisors help families and individuals clarify their financial goals and develop a tailored strategy to meet their objectives. Overseeing more than $2 billion in client assets under management*, the firm works to understand each client’s goals and offers candid advice and guidance through the complex investment arena. The firm also serves as a consultant to corporate retirement plans overseeing investment fund selection and monitoring, providing fiduciary oversight and offering a unique Retirement Readiness education experience to plan participants. The firm’s retirement plan consulting and administration professionals specialize in assisting with the design, implementation and administration of qualified retirement plans. They also provide consulting services on a wide range of retirement plan issues including plan termination, IRS and DOL audits, and plan corrections under IRS and DOL approved procedures.

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*client assets under management as of 09/30/14

 

Bronfman E.L. Rothschild, LP is a registered investment advisor.