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Bronfman Rothschild Welcomes John Montgomery to the Team

Bronfman Rothschild Welcomes John Montgomery to the Team

Rockville, MD, August 2, 2019 — Bronfman Rothschild, an independent investment advisor based in Rockville, Maryland, announced today that John Montgomery has joined the firm as a special consultant.

Montgomery will work closely with advisors based in the Reston, VA and Rockville, MD offices to assist with ongoing client relationship management, business development efforts, and special projects.

“John brings more than 40 years of industry expertise to our team. His knowledge of financial markets and investments and his passion for helping clients reach their goals and objectives will enable us to better serve clients and grow our firm,” said John Wolff, Managing Director at Bronfman Rothschild and former partner of Montgomery’s at Capital Fiduciary Advisors.

John most recently served as Managing Director and Chief Investment Officer at Capital Fiduciary Advisors, a firm located in neighboring Bethesda, MD. Previously, he also worked as a Managing Director for Potomac Asset Management and as President of Montgomery Brothers, Inc., for almost two decades.

In addition to his investing expertise, Montgomery has also remained an active alumnus of his alma mater, Georgetown University, where he served on the adjunct faculty of the Business School for 20 years. He currently teaches Personal Finance at the Richard J. Bolte, Sr. School of Business at Mount St. Mary’s University, and is involved in many local business and eleemosynary efforts in the Washington DC community.

About Bronfman Rothschild

Bronfman Rothschild grows and preserves wealth through thoughtful and disciplined strategies that focus on what’s most important to each client. A registered investment advisor, Bronfman Rothschild was sold to Sontag Advisory, a subsidiary of NFP Corp., in May of 2019 and will launch a new brand strategy by the end of this year. With eleven offices throughout the Midwest and East Coast, and one on the West Coast, the combined firms offer comprehensive wealth management and planning to individuals and families, as well as retirement plan services through NFP Retirement. The in-house research capabilities and collective expertise of the combined teams are supported by a collaborative, client-focused culture. Our 140+ employees adhere to a high standard of fiduciary care as we seek to form a true and objective partnership with each client we serve.

 


Bronfman E.L. Rothschild, LP is a registered investment advisor (dba Bronfman Rothschild) and NFP Corp. subsidiary. Securities, when offered, are offered through an affiliate, Bronfman E.L. Rothschild Capital, LLC (dba BELR Capital, LLC), member FINRA/SIPC.