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.

Finance

Insurance

Rothschild Investment

Bart R. Bonga

Chad Schlett Cfa, Mads

Feilong

Jacki Mejdrich

Bill Brown

Ryan Carman

Aaron Bradford Stutts Rothschild

Kerri Langland-Wood

Shea Rush

Sam Hord

Peter Jarrett

Luke Novak

Cfp® David Dickman

Charles Callahan

Joel Solomon

Investment and Wealth Management

Leadership Team

Directors and Managers

Teams at Rothschild Investment

Investment and Wealth Management

Leadership Team

Directors and Managers