Highline Wealth Management
Address: 1 Preserve Pkwy Suite 610, Rockville, MD 20852 Hours: Closed ⋅ Opens 8AM Mon SundayClosedMonday8AM–5:30PMTuesday8AM–5:30PMWednesday8AM–5:30PMThursday8AM–5:30PMFriday8AM–5:30PMSaturdayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (888) 303-2357Place name: : : Website: : : Category: : : Website: http://www.belr.com/ Category: Financial consultant Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Bronfman Rothschild Posting publicly on the Web Write a review Reviews Be the first to review From Bronfman Rothschild "Bronfman Rothschild Wealth Advisors offers advisory services for wealthy individuals and families, institutions, and retirement plans. We know our clients are in search of a principled advisor they can trust to know their priorities and preferences,...More "Bronfman Rothschild Wealth Advisors offers advisory services for wealthy individuals and families, institutions, and retirement plans. We know our clients are in search of a principled advisor they can trust to know their priorities and preferences, and so we make it our mission to cultivate a true partnership with every client at every turn. This means an independent business model that minimizes conflicts, deep expertise that goes beyond investing, and seamless coordination with other advisors our clients trust. Ultimately, our mission is to simplify the lives of our clients while growing and preserving their wealth."
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Highline Wealth Management Employees
The College of Wooster August 2015 - Present
NCAA August 2012 - Present
Highline Wealth Management May 2015 - July 2015
The College of Wooster January 2015 - May 2015
Simon Business School, University of Rochester November 2014 - November 2014
National Rural Utilities Cooperative Finance Corporation June 2014 - August 2014
Keller Williams Capital Properties June 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, C++, English, Leadership, Data Analysis
Education
The College of Wooster 2012 — 2016
Bachelor of Arts (B.A.), Business Economics, 3.5
St. John's College High School 2008 — 2012
High School
Bronfman E.L. Rothschild August 2015 - Present
Highline Wealth Management December 2014 - Present
Highline Wealth Management January 2012 - Present
Highline Wealth Management January 2010 - December 2011
Highline Wealth Management July 2007 - December 2009
Education
James Madison University 2003 — 2007
BBA, Finance, Economics
James Madison University - College of Business 2003 — 2007
Bachelor of Business Administration, Finance, Economics
Turing School of Software & Design July 2015 - Present
The Sweater Saga March 2014 - Present
REI October 2014 - March 2015
Highline Wealth Management November 2013 - February 2014
Highline Wealth Management July 2011 - November 2013
Merrill Lynch January 2011 - May 2011
Hatch Early Childhood: Wake Forest University Schools of Business September 2010 - May 2011
Wake Forest Schools of Business September 2010 - May 2011
Skills
Qualitative Research, Data Analysis, Microsoft Office, Strategic Planning, Excel, Adobe Acrobat, WordPress, Final Cut Pro, Personal Financial..., Investments, Blogging, Social Media, Ruby, HTML, CSS, Github
Education
Wake Forest University - Babcock Graduate School of Management 2010 — 2011
Masters, Management
University of Virginia 2006 — 2010
Bachelor of Arts, History
University of Oxford 2009 — 2009
History
Bronfman E.L. Rothschild August 2015 - Present
Highline Wealth Management September 2014 - August 2015
Sage Advisory January 2013 - May 2014
Charles Schwab February 2012 - January 2013
Wells Fargo Bank April 2008 - October 2008
Education
Texas Tech University 2007 — 2011
Bachelor, Personal Financial Planning
Bronfman E.L. Rothschild August 2015 - Present
Highline Wealth Management June 2014 - July 2015
Highline Wealth Management January 2012 - June 2014
Highline Wealth Management June 2008 - December 2011
Household Title & Escrow, LLC October 2005 - June 2008
Education
University of Florida 2001 — 2005
Bachelor of Science (BS), Finance, General
Bronfman E.L. Rothschild July 2015 - Present
Highline Wealth Management January 2010 - July 2015
Highline Wealth Management February 2008 - January 2010
Convergent Wealth Advisors 2001 - 2007
PwC 2000 - 2001
Education
American University - Kogod School of Business 1996 — 2000
BSBA, Accounting
Travelers May 2012 - Present
Highline Wealth Management October 2010 - May 2012
Travelers August 2008 - October 2010
Friction Factor, Inc. May 2007 - August 2007
Skills
Investments, Asset Allocation, Underwriting, Insurance, Financial Institutions, Directors & Officers..., Errors & Omissions, Employment Practices..., Fidelity Bonds, Analysis, Bonds, Financial Analysis, Strategy, Risk Management, Finance, Wealth Management, Portfolio Management, Series 65, Competitive Analysis, Fixed Income, Management, Property & Casualty..., Commercial Insurance
Education
Loyola University Maryland 2010 — 2013
Master of Business Administration (M.B.A.), Finance, Magna Cum Laude
University of Richmond - Robins School of Business 2004 — 2008
BSBA, Marketing, Management, Cum Laude
Acuity Capital Partners, LLC June 2015 - August 2015
Eachwin Capital June 2014 - August 2014
StreetScape Partners June 2013 - August 2013
Passport Auto Group April 2012 - August 2013
Highline Wealth Management June 2012 - August 2012
Canadian Ski Instructors' Alliance December 2011 - April 2012
Silver Lining Photos LLC 2007 - 2011
Education
University of Southern California 2012 — 2016
Bachelor of Science (B.S.)
Charles E. Smith Jewish Day School 2008 — 2011
High School
Georgetown University
Georgetown University Summer Program