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JD Kath Earns CSRIC Designation

Kath acquires first major financial credential dedicated to sustainable, responsible, and impact (SRI) investments.

Rockville, MD, June 24, 2019 — Bronfman Rothschild, an independent investment advisor based in Rockville, Maryland, has announced that Senior Wealth Advisor JD Kath has earned the Chartered SRI Counselor (CSRIC)™ designation after completing comprehensive coursework from the College for Financial Planning. Kath joins an elite group of advisors who are trained to work with sustainable, responsible, and impact (SRI) investments.

The CSRIC™ program provides advisors with foundational knowledge of the history, trends, portfolio construction principles, fiduciary responsibilities, and best practices for SRI investments. The course was developed in partnership with US SIF: The Forum for Sustainable and Responsible Investment – the leading voice advancing SRI investing across all asset classes in the United States.

“As responsible investing continues to gain momentum, JD‘s initiative and dedication in earning this timely designation will deepen Bronfman Rothschild’s SRI knowledge, allowing our collaborative firm to better serve any of our clients who are specifically interested in ESG or impact investing,” said Mike LaMena, Chief Executive Officer of Bronfman Rothschild.

To receive the CSRIC™ designation, Kath completed 135 hours of coursework and related activities, along with passing an extensive final examination.

Kath has been with Bronfman Rothschild since 2017. With over eight years of experience as a financial advisor, he focuses on high net worth investors, family foundations and business owners. He also leads Bronfman Rothschild’s employee giving fund, which allows the employees to set aside pre-tax dollars towards their favorite charities and receive a match from the firm.

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, 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.