CEO Neal Simon to Speak at Annual Schwab IMPACT Conference
Rockville, MD, November 13, 2017 — Bronfman Rothschild LP, an independent investment advisor based in Rockville, Maryland, today announced that its CEO, Neal Simon, will speak at Charles Schwab’s annual IMPACT Conference, which takes place November 14 – 17 in Chicago. Schwab IMPACT is one of the wealth management industry’s largest gatherings of independent investment advisors and leaders.
Simon will speak on the Merger and Acquisitions Panel on Thursday, November 16 from 2:30 PM – 3:45 PM CT. Joined by David Selig of Advice Dynamics Partners, Rush Benton of CAPTRUST Financial Advisors, and Richard Schwartz of Charles Schwab, the panel will discuss the current merger and acquisition market and successful strategies that can better prepare firms for M&A opportunities. The session qualifies for Continuing Professional Education (CPE) credit.
Said Neal Simon, CEO of Bronfman Rothschild, “It’s an honor to be selected by Schwab as a speaker for this year’s conference, particularly its Merger and Acquisition Panel. We look forward to talking about our deliberate approach to mergers, acquisitions and lift outs, where we not only seek top talent but individuals and teams that fit well within our client-first culture.”
Last month, Bronfman Rothschild opened its tenth office location in Reston, Virginia and welcomed Michael LaMena, who joined the firm as President and Chief Operating Officer. In addition, Bronfman Rothschild announced the addition of John Wolff and a team from Capital Fiduciary Advisors in May, the addition of Marilyn Napoli to its New York office in March and the acquisition of TriCapital Advisors in January. Bronfman Rothschild currently manages over $5.4* billion in assets
For more information on the 2017 Schwab Impact conference or the Merger and Acquisition Panel, please refer to the online conference agenda.
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 85 employees adhere to a high standard of fiduciary care as we seek to form a true and objective partnership with each client we serve.