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 Leadership Team at Rothschild Investment is responsible for setting strategic direction, overseeing business operations, and ensuring the delivery of exceptional wealth management and retirement planning services. Composed of high-ranking executives, including multiple Vice Presidents and Managing Directors, this team drives organizational growth while maintaining the firm's tradition of excellence and client-focused solutions.

Leadership Team

Investment and Wealth Management

Directors and Managers

Leadership Team

About

Team members

Other teams at Rothschild Investment

Investment and Wealth Management

Directors and Managers