Team of Philadelphia Advisors Joins Bronfman Rothschild
Rockville, MD, November 13, 2017 — Bronfman Rothschild, an independent investment advisor based in Rockville, Maryland, today announced that experienced advisors Dan Geary and Lauren Long, previously of Threshold Group, have joined Bronfman Rothschild’s office in Plymouth Meeting, Pennsylvania.
Dan and Lauren have worked together for 12 years providing comprehensive multi-generational wealth management services to families in the Philadelphia area.
“Bronfman Rothschild is the right place for us,” said Dan Geary, who was named a Managing Director at Bronfman Rothschild. “We were attracted to the firm’s culture, which allows us to continue to provide comprehensive financial planning and investment advice to our clients in an objective, conflict-free manner.”
“Aligning investments with values is important to our clients,” added Lauren Long, Bronfman Rothschild Director, Wealth Advisory. “We look forward to employing the same value-oriented approach at Bronfman Rothschild while expanding the estate planning and philanthropic solutions we offer.”
Said Neal Simon, CEO of Bronfman Rothschild, “Dan and Lauren are exceptional advisors who are smart, knowledgeable, and experienced. They have the right temperament to gain people’s trust, and their multigenerational clients have benefited from their sound counsel. Their values and approach align perfectly with our client-centric culture.”
“We look forward to deepening our commitment and presence in the Philadelphia market with the addition of Dan and Lauren,” added Michael LaMena, Bronfman Rothschild President and COO. “They are a key part of our plan to expand in this important market and on the East Coast.”
This marks Bronfman Rothschild’s fourth new team this year as the firm continues to expand its East Coast presence. Bronfman Rothschild currently manages over $5.45 billion* in assets and continues to grow both organically and through lift-outs and acquisitions.
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 ten 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 88 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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