Bronfman Rothschild, an independent investment advisor based in Rockville, Maryland, announced today that two wealth advisors, Kevin Smith and Eran Goudes, joined the team.
ROCKVILLE, MD, July 30, 2018 /24-7PressRelease/ — Bronfman Rothschild, an independent investment advisor based in Rockville, Maryland, announced today that two wealth advisors, Kevin Smith and Eran Goudes, joined the team. Working out of the Rockville office, both began with the firm in May of this year.
Kevin Smith, CFP®, previously of PagnatoKarp, brings strong technical experience to Bronfman Rothschild, specializing in the use of technology to deliver streamlined investment solutions to clients. Smith has served clients in the wealth management industry for more than a decade.
Eran Goudes, CFA, CFP® worked as a fixed income portfolio manager before joining Bronfman Rothschild. He looks forward to applying his investment management experience as he develops holistic financial plans for clients.
“Kevin and Eran bring unique perspectives and skills to our team,” said Mike LaMena, President and Chief Operating Officer of Bronfman Rothschild. “They are collaborative, team players who will fit well within our fiduciary, client-first culture.”
Bronfman Rothschild currently manages over $6.2 billion* in assets and continues to grow both organically and through lift-outs and acquisitions.
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 eleven 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 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.
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
*As of June 30, 2018
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