Our firm has experienced tremendous growth since Bronfman Rothschild and Highline came together in 2015.
ROCKVILLE, MD, August 29, 2017 /24-7PressRelease/ -- Bronfman Rothschild, an independent investment advisor based in Rockville, Maryland, recently marked the two-year anniversary of its acquisition of Highline Wealth Management. The Highline acquisition expanded Bronfman Rothschild's footprint to the Northeast, with offices in the Washington, D.C., area, Philadelphia and New York City.
The two-year anniversary corresponds with both the relocation of Bronfman Rothschild's New York City office and the addition of Michael LaMena to the firm's executive leadership team. The new office, located at 45 Rockefeller Plaza, will better serve the firm's growing New York team and expanded client base.
Reflecting on the past two years, Neal Simon, Bronfman Rothschild CEO said, "Our firm has experienced tremendous growth since Bronfman Rothschild and Highline came together in 2015. Over the past two years, we've acquired additional teams and talent--including our recent hire of Michael LaMena as President and COO--and our assets have grown from $3.6 to $5.39 billion. Despite the change, we have maintained the same core beliefs and culture, which is committed to a client-first environment where advisors can be exceptional. Our growth has been deliberate and consistent with the firm's strategic goal to broaden its reach and services, and has been driven by both client referrals and the addition of new, talented advisors."
Bronfman Rothschild manages over $5.39 billion* in assets and continues to grow both organically and through acquisitions and lift-outs. Earlier this month, the firm's hire of LaMena signaled a focus on the scaling of internal operations for long-term growth. In May, the firm announced the lift-out of John Wolff and his team to a new office in Reston, Virginia. Earlier this year, the firm acquired TriCapital Advisors in Maryland, and in March the firm added Marilyn Napoli to its New York office.
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.
Bronfman E.L. Rothschild is a registered investment advisor (dba Bronfman Rothschild, Bronfman Rothschild Wealth Advisors, Bronfman Rothschild Plan Advisors, and Bronfman Rothschild Plan Consulting). Securities, when offered, are offered through an affiliate, Bronfman E.L. Rothschild Capital, LLC (dba BELR Capital, LLC), member FINRA/SIPC.
*As of 6/30/17
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