Deals and People

Retirement Industry People Moves

By Javier Simon editors@plansponsor.com | May 12, 2017
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Capital Fiduciary Advisors TeamJoins Bronfman E.L. Rothschild 

Rockville, Maryland-based independent advisory firm Bronfman E.L. Rothschild LP welcomes a team from Capital Fiduciary Advisors. The team will be led by Capital Fiduciary Advisors CEO John H. Wolff. He will become a principal and managing director of Bronfman E.L. Rothschild. Also joining the team is Capital Fiduciary Advisors Managing Director Ted Leasure.

“John, Ted, and their team are a perfect fit for us,” says Neal Simon, CEO of Bronfman E.L. Rothschild. “They are true wealth managers who use an investment approach similar to ours. Like us, they have a reputation for putting clients’ interests first, and I believe their clients will benefit from our scale and resources.”

Wolff adds “Our firms operate with a similar philosophy towards our clients’ advice and service. Bronfman E.L. Rothschild has smart and talented people, excellent technology and a recognizable brand. By joining their firm, we can expand the services we offer to clients; the firm has deep resources to serve wealth management clients, institutions, and retirement plans. Most importantly, we can continue to take care of our clients in the fashion they have become accustomed to and deserve, and that means everything to us.” 

Bronfman E.L. Rothschild manages more than $4.5 billion in assets. In January, the firm announced the acquisition of TriCapital Advisors in Maryland. In March, it added Marilyn Napoli to its New York office.

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