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

The Investment and Wealth Management team at Rothschild Investment provides tailored financial strategies, asset allocation, and retirement planning services to high-net-worth individuals, business owners, and institutions. Leveraging their extensive expertise, the team ensures personalized and effective wealth growth and preservation, aligning investments with clients' unique financial goals.

Investment and Wealth Management

Leadership Team

Directors and Managers

Investment and Wealth Management

About

Team members

Other teams at Rothschild Investment

Leadership Team

Directors and Managers