Bronfman Rothschild, an independent investment advisor based in Rockville, Maryland, announced today that wealth advisor Mike Czaja has joined its team, working out of the Milwaukee, Wisconsin office
MILWAUKEE, WI, August 09, 2018 /24-7PressRelease/ — Bronfman Rothschild, an independent investment advisor based in Rockville, Maryland, announced today that wealth advisor Mike Czaja has joined its team, working out of the Milwaukee, Wisconsin office and having started with the firm in June of this year.
Mike Czaja joins as a recent graduate of Illinois State University. Prior to joining Bronfman Rothschild, Mike worked as a financial representative intern at Northwestern Mutual, completing marketing research for business growth and account and client management while also assisting advisors in new client acquisition. His experience and background are consistent with Bronfman Rothschild’s approach to client-centric wealth advisory, focusing on proactive communication and the creation of tailored strategies that suit each client’s needs.
Said Bruce Laning, CFA® Managing Director and Principal, “Mike is a great addition to our team and will help support both our growing core of advisors and our client base in the Milwaukee area.”
Bronfman Rothschild currently manages over $6.2 billion* in assets and continues to grow both organically and through lift-outs and acquisitions.
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 ten 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 90+ 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.
*As of June 30, 2018
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