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 Work for Financial Advisers” based on employer and employee surveys delving into everything from company culture and benefits to career paths and more.
“We strive to cultivate a collaborative, dynamic culture that empowers our talented team to both grow professionally and serve their clients,” said Mike LaMena, President and Chief Operating Officer. “We’re honored to be recognized by InvestmentNews and view this as a testament to the work our entire team is doing, and a validation of our position as a destination of choice for top advisors and the clients they serve.”
InvestmentNews partnered with Best Companies Group, an independent research firm specializing in identifying great places to work. The list is the only of its kind for the financial advice industry. A complete list of the 75 firms named to this year’s Best Places to Work for Financial Advisers can be found at InvestmentNews.com/BestPlaces.
“InvestmentNews is pleased to recognize firms with supportive cultures where advisers can thrive and are empowered to provide their clients with the best possible investment and financial planning advice,” said Suzanne Siracuse, CEO/Publisher, InvestmentNews. “They are role models for other firms in the industry who are striving to improve their own human resource policies and practices.”
Last week, Bronfman Rothschild announced that it would combine forces with NFP’s Sontag Advisory, creating a unified firm with $10 billion of assets under management. The combined entity, to be led by the Bronfman Rothschild and Sontag management teams, will expand the resources and expertise available to clients of both firms.
About Bronfman Rothschild
Based in Rockville, Maryland, Bronfman 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, we offer comprehensive wealth management and planning to individuals and families as well as retirement advisory and consulting services to retirement plan sponsors. Our in-house research capabilities and the collective expertise of our team are supported by our collaborative, client-focused culture. Our 95+ employees adhere to a high standard of fiduciary care as we seek to form a true and objective partnership with each client we serve.
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