Beginning October 30th, Bronfman Rothschild, along with our partner firm Sontag Advisory, will officially begin doing business as Wealthspire Advisors. This rebranding makes it clear that our firms are now a single organization with common purpose and consistent values. Our mission as a combined firm is to provide clients with more choices, maintain personal and committed connectivity, offering a deeper investment team, and gaining economies of scale on client reporting, portfolio management, and oversight.

I joined Bronfman Rothschild in 2017, bringing over a decade of experience in the financial industry. As a member of our operations team, I leverage technology and expertise to deliver exceptional client care, working with financial advisors to implement complex financial plans and solutions. Having the designation as a CFP® professional also enables me to combine effective management of operations processes with a planning-focused understanding of client goals, facilitating seamless collaboration between advisor teams and their internal network of support.Additionally, I currently serve on the Advisor and Client Experience Committee. This committee works to develop a strategic vision for Bronfman Rothschild Wealth Advisors, pinpoint how to best serve clients and evaluate potential initiatives and opportunities.

My primary responsibilities currently include engaging in interactive dialogue with clients to determine investment objectives, portfolio status, and risk tolerance, to craft comprehensive financial strategies.From these interactions I synthesize client information to develop customized financial plans and asset allocation recommendations using institutional class systems. The result is that I am able to deliver world class investment service by leveraging time, technology and expertise.

During my time with Convergent, I primarily worked in the Operations department of one of the leading Registered Investment Advisory firms in the country. Convergent Wealth Advisors managed roughly $5 billion assets. We worked each day to be the most trusted and well respected wealth management firms in the industry. Our team pursues a culture of excellence that provides innovative solutions that align with the best interests of our clients. We fostered an environment of collaboration and information sharing by working closely with teams and various money managers, vendors and custodians to implement complex financial plans and solutions, as well as executing equity, mutual funds, bonds and ETF trades.Additionally, I advanced company objectives by consistently delivering exceptional service through meticulous project management of multiple, concurrent projects, requiring a high-level of attention to detail.

While at Wells Fargo I built and augmented wealth by innovating financial plans through banking, lending and investing. Additionally I strengthened institution’s client relations and provided top-level financial recommendations by analyzing clients’ quantitative and qualitative information.Through hard work and determination I was able to attain daily sales goals consistently by developing organization methods and business processes.Most notably I was able to demonstrated high caliber financial planning, exemplified by starting with Wells Fargo as a Financial Specialist and being promoted to a Private Banker within three-year period.

Obtained FINRA Series 6 License and Maryland Life and Health Insurance License