As CIO, Katsnelson will lead the firm’s investment committee and provide solutions to its financial advisors encompassing money manager due diligence, asset allocation, and oversight of investment selections
ROCKVILLE, MD, January 18, 2018 /24-7PressRelease/ — Bronfman Rothschild, an independent investment advisor based in Rockville, Maryland, announced today that it has named Dmitriy Katsnelson as its Chief Investment Officer.
Said Michael LaMena, President and COO of Bronfman Rothschild, “This is a new role at our firm for which Dmitriy is ideally suited. His drive, deep knowledge of the markets, and commitment to exploring comprehensive investment solutions will be a credit to Bronfman Rothschild and our clients.”
As CIO, Katsnelson will lead the firm’s investment committee and provide solutions to its financial advisors encompassing money manager due diligence, asset allocation, and oversight of investment selections for Bronfman Rothschild’s more than $6.1 billion* in client assets. Until now, Katsnelson served as Director of Investment Research and as a member of the firm’s investment committee.
Prior to joining Bronfman Rothschild in 2015, Katsnelson was the Chair of Strategic Investment and Asset Allocation Committees with Fortigent/LPL Financial, where he was responsible for overseeing more than $3 billion in discretionary managed models. He has also worked as an analyst with Harley Davidson and Merrill Lynch. He received his B.S. in Finance and International Business from the University of Maryland.
Bronfman Rothschild has made several recent enhancements to build out its operational infrastructure as it seeks to scale its business. In August, the firm announced the hiring of Michael LaMena as President and COO, who is leading the firm’s infrastructure build out, integration of new teams and identifying additional opportunities for growth while maintaining the firm’s client-first culture.
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 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 91 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.
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