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.
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.