Investment Advisor expands presence in DC area with first Virginia location
ROCKVILLE, MD, September 19, 2017 /24-7PressRelease/ — Bronfman Rothschild, an independent investment advisor based in Rockville, Maryland, today announced the opening of its new Reston, Virginia office located at11800 Sunrise Valley Drive, Reston, VA 20191. This is Bronfman Rothschild’s second office in the Washington, DC area where it is headquartered.
The Reston office will house a number of Bronfman Rothschild employees, including Managing Director and Principal, John H. Wolff, who joined Bronfman Rothschild from Capital Fiduciary Advisors in May. Several directors, wealth advisors, and client associates will also be making the move from their current location at the Rockville headquarters location.
Said Wolff, “We’re pleased to open the new Bronfman Rothschild office here in Reston, where we have a dedicated client base that’s been with our team for years. Our clients and our team have experienced a seamless transition thanks to the operational support that Bronfman Rothschild provided and we’re thrilled to complete this final step in the process.”
The Reston office marks the firm’s tenth office location, all of which are located throughout the East Coast and Midwest. Bronfman Rothschild has experienced significant growth this year, having recently announced the addition of Michael LaMena in the newly created role of President and Chief Operating Officer. In addition to John Wolff and team joining the firm in May, Bronfman Rothschild added Marilyn Napoli to its New York office in March and acquired TriCapital Advisors in January. Bronfman Rothschild currently manages over $5.3* billion in assets.
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 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). 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
For the original version of this press release, please visit 24-7PressRelease.com here