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 was with Cantor Fitzgerald Wealth Partners where she was a partner and wealth advisor. Prior to CFWP, Napoli was with Neuberger Berman, Lehman Brothers, Inc. She began her financial career at US Trust, Bank of America Private Wealth Management.
Said Napoli, “I am glad to return to my roots at a firm with a fiduciary focus. I began my career at US Trust and was trained to meet the highest standard as a corporate trustee for my clients. Bronfman E.L. Rothschild has created an environment that allows me to continue to serve my clients with excellent investment products and tax sensitive services that my wealth management clients need.”
Bronfman E.L. Rothschild recently announced the acquisition of TriCapital Advisors in Maryland less than two years after having acquired Highline Wealth Management in August 2015 and Lake Country Wealth Management in April 2015. The firm is focused on growing its business in the Midwest and East Coast organically, through lift outs of key investment professionals, and through mergers or acquisitions.
About Bronfman E.L. Rothschild
Based in Rockville, Maryland, Bronfman E.L Rothschild grows and preserves wealth through thoughtful and disciplined strategies that focus on what’s most important to each client. With nine offices throughout the Midwest and East Coast, Bronfman E.L. Rothschild offers comprehensive wealth management and planning to individuals and families as well as retirement advisory and consulting services to retirement plan sponsors, managing more than $4.2 billion in assets*. Our inhouse research capabilities and the collective expertise of our team are supported by our collaborative, client-focused culture. With 79 employees in 9 offices, we adhere to a high standard of fiduciary care and seek to form a true and objective partnership with each client we serve.
*As of 9/30/16
# # #
Bronfman E.L. Rothschild is a registered investment advisor. Securities, when offered, are offered through an affiliate, Bronfman E.L. Rothschild Capital, LLC (dba BELR Capital, LLC), member FINRA/SIPC.