Rothschild Wealth Partners Email Formats
Financial Services • 
Chicago, Illinois, United States • 51-100 Employees
Rothschild Wealth Partners Email Formats
Rothschild Wealth Partners uses 4 email formats. The most common is {first initial}{last name} (e.g., jdoe@rothschildinv.com), used 62.2% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@rothschildinv.com | 62.2% |
{last name}{last name} | doedoe@rothschildinv.com | 21.6% |
{first name}{last name} | johndoe@rothschildinv.com | 13.5% |
{last name} | doe@rothschildinv.com | 2.7% |
Key Contacts at Rothschild Wealth Partners
Bart Bonga
Managing Director
Tom Hord
Group Strategy Director Brand, Marketing & Ai
Tyler Qualio
Managing Director And Partner
Jacqueline Sedlak
Director Of Compliance
Stephen Bâby
Managing Director And Partner At Rothschild Wealth Partners
Rob Dawson
Managing Director & Partner
Steven Norvid
Managing Director And Partner
James A. Franke
Managing Director
Steven Mcgowan
Managing Director, Wealth Advisor
Michael Adler
Managing Director, Wealth Advisor
Company overview
| Headquarters | 311 S. Wacker Drive, Suite 5900, Chicago, IL 60606, US |
| Phone number | +13129838900 |
| Websites | |
| NAICS | 52 |
| Keywords | Insurance Planning, Succession Planning, Financial Planner, Alternative Investments, Investment Advisory, Estate Planning, Investment Management, 401K, Employee Stock Ownership Plans, Corporate Retirement Plans, Fiduciary Advisor, Investment Advisory - Equity And Fixed Income, Corporate Retirement Plan, Direct Indexing, Fee-Only Financial Planner, Certified Financial Planners®, Chicago Financial Planner, Exit/Transition Planning, Financial Planner Chicago |
| Founded | 1908 |
| Employees | 51-100 |
| Socials |
About Rothschild Wealth Partners
Established in 1908, Rothschild Wealth Partners has grown from a regional brokerage firm into an employee-owned, full-spectrum boutique firm with over $6 billion in assets under advisement. Across our 110+ year history, our core mission has remained the same: to empower individuals to make sense of their money, guide them to grow their wealth, and strategically provide robust protection measures. At Rothschild Wealth, we don't rely on preset models. Instead, we offer customizable investment solutions, adapt to alternative investments when appropriate, and use risk management to protect against the downside. We are dedicated students of our trade, constantly enhancing our knowledge of investments, tax strategies, and financial planning. This commitment to continuous learning ensures that we always provide the highest quality service, unlocking our clients’ financial potential. Partnering with affluent families, business owners, and executives, Rothschild Wealth helps navigate the intricacies of handling wealth to help ensure that our clients make the most of their financial future. When life changes, we know how to help.
Employees by Management Level
Total employees: 51-100
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Employees by Department
Rothschild Wealth Partners has 50 employees across 10 departments.
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Funding Data
Rothschild Wealth Partners has never raised funding before.
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