x
RESULTS: SORT BY: RELEVANCE | DATE

Neal Simon

Chief Executive Officer & Principal

301.339.6101 | belrceo@belr.com

Mr. Simon is Chief Executive Officer of Bronfman Rothschild. He was the Founder and CEO of Highline Wealth Management, which was acquired by Bronfman Rothschild in 2015. Mr. Simon founded Highline in 2002 based upon the principle of independent, conflict-free advice, which remains a central theme of Bronfman Rothschild. From its inception until its acquisition thirteen years later, Highline grew every year and enjoyed a client retention rate of over 98%. Prior to founding Highline, Mr. Simon led three other professional service businesses. Mr. Simon has spoken at numerous industry conferences including Schwab IMPACT, Market Counsel, and Barron’s Top 100 Advisors.

Specific experience

  • Founder and CEO at Highline Wealth Management
  • President at The Meltzer Group and Meltzer Wealth Management
  • Chairman and CEO at US Law
  • COO and Manager at William Kent International

Industry Involvement

  • Founding member, Alliance for RIAs (aRIA)
  • Member, Young Presidents’ Organization

Community Leadership

  • Board Chair, Greater Washington Community Foundation
  • Past Board Chair, Community Foundation of Montgomery County
  • Past Board Member, Interfaith Works
  • Past Board member of Capital Area Food Bank

Education

  • University of Chicago Booth Graduate School of Business, MBA with high honors
  • Brown University, BA, Applied Mathematics and Economics, magna cum laude