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Bronfman Rothschild has successfully integrated advisors into our organization at every level of experience, and we understand that adding established advisors can be challenging. Having welcomed new advisors through both the acquisition of small RIAs and by lifting out individuals and teams, we believe that having an experienced transition team working behind the scenes makes a world of difference and eases any anxieties about the continuity of high-caliber client service. We also create smooth transitions by integrating advisors and teams who are a close fit for our culture. The experienced advisors we have hired share the following philosophies:

  • Belief in independent, open architecture investing
  • Leading with planning
  • Adherence to a high level of client service
  • Emphasis on proactive communication

Whether advisors are looking for a path to retirement, hoping to join a large team, or even lead an individual office, we are able to offer scale, centralized departments and deep transition experience, allowing advisors to do exceptional work on behalf of their clients.

  • Marilyn Napoli Joins Bronfman Rothschild

    New York, NY. March 8, 2017 —Bronfman E.L. Rothschild LP, an independent investment advisor based in Rockville, Maryland, today announced that Marilyn S. Napoli, CFP®, has joined its New York office as a Director of Wealth Management.

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  • John H. Wolff and Team from Capital Fiduciary Advisors Join Bronfman Rothschild

    Rockville, MD. May 8, 2017 — Bronfman E.L. Rothschild LP, an independent investment advisor based in Rockville, Maryland, today announced the transition of a team led by John H. Wolff from Capital Fiduciary Advisors

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  • Bronfman E.L. Rothschild Acquires TriCapital Advisors

    Rockville, MD. January 31, 2017 —Bronfman E.L. Rothschild LP today announced that it has acquired TriCapital Advisors, Inc., an independent investment advisor based in Rockville, Maryland.

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