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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. Said Neal Simon, CEO of Bronfman E.L. Rothschild, “We are pleased to welcome Marilyn to our team. She is the type of partner we look to bring into our client-focused culture. She has a depth of experience serving multi-generational families and charitable or

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. Specializing in investment management, financial planning, tax and estate planning, TriCapital Advisors manages $185 million* in client assets. TriCapital Advisors President, Mark Schwartz; Vice President of Operations, Jan Campbell; and Client Service Manager, Rebecca Ward Maranville will join Bronfman E.L.

Annual List Identifies Top 50 Fastest Growing Firms Rockville, MD.  July 12, 2016—Bronfman E.L. Rothschild is proud to announce its inclusion in Financial Advisor Magazine’s 2016 list of fastest growing RIA firms in the United States, a nationally recognized ranking of independent wealth management firms. Bronfman E.L. Rothschild ranked second. The survey, which included 612 total firms, ranked advisors by their percentage of growth in assets under management from year-end 2014 to year-end

New York, NY. July 7, 2016 — Aviva Pinto, CDFA®, Director with Bronfman E. L. Rothschild, will lead a panel discussion at the upcoming Family Office and Wealth Management Forum. The forum, to be held July 18 – 20 at the Hyatt Regency Newport in Newport, Rhode Island, is presented annually by the OPAL Group, drawing thousands of attendees from single and multi-family offices as well as private investors. Pinto, a financial advisor based in New York who has served as client relations manager for

Combined Firm Will Manage $3.6 Billion in Assets Madison, WI / Rockville, MD  August 11, 2015 — It was announced today that Bronfman E.L. Rothschild LP has acquired Highline Wealth Management LLC. Together, the two firms will manage more than $3.6 billion and will have offices in nine locations. Highline was founded by Neal Simon and is based in the Washington, D.C., area with offices outside of Philadelphia and in New York City. Simon will become CEO of the combined firms and join the Bro

Brion S. Collins to Join Executive Management Team Madison, Wis. April 30, 2015—Bronfman E.L. Rothschild today announced the acquisition of Lake Country Wealth Management (LCWM). Bronfman E.L. Rothschild will maintain LCWM’s Delafield location, adding a sixth office to their others in Milwaukee, Minneapolis, Madison, Appleton, and Janesville. LCWM was founded by Brion S. Collins in 2009. The firm provides fully integrated fee-for-service financial planning advice, insurance solutions, and