JF

James A. Franke

Managing Director - Partner at Rothschild Investment

James A. Franke, CFA has had an extensive career in the finance industry. James A. started their work experience as a Vice President at Morgan Stanley Smith Barney in 2003, where they stayed until 2009. James A. then moved on to Baird, where they served as a Vice President in the Private Wealth Management Group from 2009 to 2011. In 2011, they joined Rothschild Investment LLC as a Managing Director and Executive Vice President - Portfolio Manager, a position they currently hold.

James A. Franke, CFA pursued their Bachelor's degree in Economics at Colgate University. The specific duration of their education was not mentioned.

Location

Chicago, United States

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Rothschild Investment

Established in 1908, Rothschild is an employee-owned, full-spectrum, boutique firm offering superior wealth management and retirement planning guidance to our clients, both locally and across the globe. Our culture and rich history of excellence has truly made us a partner of choice for wealthy families, business owners, and institutions.


Employees

51-200

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