The Forum fosters discussion among senior executives from independent RIAs and multi-family offices on investment trends and practice management strategies
DELAFIELD, WI, April 08, 2019 /24-7PressRelease/ — Bronfman Rothschild, an independent investment advisor based in Rockville, Maryland, today announced that Managing Director and Principal Brion Collins will participate on a panel at the Institutional Investor RIA Central Investment Forum. The Forum will take place on April 17-18 at the Four Seasons Hotel in Chicago.
The Institutional Investor RIA Central Investment Forum is one of three annual private forums for senior executives from independent RIAs and multi-family offices to discuss investment trends and practice management strategies to better serve their clients. Brion Collins will speak on the panel, “Moving Upmarket with Clients and Assets: Which Services and Investments Do RIAs Need to Maintain or Gain Marketshare?”
“It’s an honor to participate at this year’s Institutional Investor RIA Central Investment Forum,” said Collins. “At Bronfman Rothschild, we’re evaluating the financial planning services and investment strategies we offer to attract and retain clients. I look forward to engaging with my peers on this and other practice management topics throughout the event.”
Brion Collins serves as the Managing Director of Bronfman Rothschild’s Delafield, Wisconsin office and as a Principal of the firm. Brion works closely with business owners and executives, as well as high net worth families and individuals. Collins joined Bronfman Rothschild in 2015 through the firm’s acquisition of Lake Country Wealth Management, where Brion had served as a managing member since 2009. Collins holds his Chartered Financial Planner, Chartered Financial Consultant and Chartered Life Underwriter designations.
About Bronfman Rothschild
Based in Rockville, Maryland, Bronfman Rothschild grows and preserves wealth through thoughtful and disciplined strategies that focus on what’s most important to each client. With nine offices throughout the Midwest and East Coast, we offer comprehensive wealth management and planning to individuals and families as well as retirement advisory and consulting services to retirement plan sponsors. Our in-house research capabilities and the collective expertise of our team are supported by our collaborative, client-focused culture. Our 95+ employees adhere to a high standard of fiduciary care as we seek to form a true and objective partnership with each client we serve.
Bronfman E.L. Rothschild, LP is a registered investment advisor (dba Bronfman Rothschild). Securities, when offered, are offered through an affiliate, Bronfman E.L. Rothschild Capital, LLC (dba BELR Capital, LLC), member FINRA/SIPC.
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