Highline Wealth Management

Description

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 Unable to add this file. Please check that it is a valid photo. "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

Employee
Years
Job
Industry
Lily Mohre Lily Mohre Washington, District Of Columbia Details
Lily Mohre's Highline Wealth Management Experience May 2015 - July 2015
Job NCAA Student Athlete
Industry Investment Management
Experience
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

Grant Ruder, CFP® Grant Ruder, CFP® Washington D.C. Metro Area Details
Grant Ruder, CFP®'s Highline Wealth Management Experience December 2014 - Present
Job Director at Bronfman E.L. Rothschild
Industry Financial Services
Experience
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

Bret Doucette Bret Doucette Denver, Colorado Details
Bret Doucette's Highline Wealth Management Experience November 2013 - February 2014
Job Student at Turing School of Software & Design
Industry Computer Software
Experience
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

Myka Bradley Myka Bradley Washington D.C. Metro Area Details
Myka Bradley's Highline Wealth Management Experience September 2014 - August 2015
Job Associate Wealth Advisor at Bronfman E.L. Rothschild
Industry Financial Services
Experience
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

Robin Dobbs Robin Dobbs Washington D.C. Metro Area Details
Robin Dobbs's Highline Wealth Management Experience June 2014 - July 2015
Job Wealth Advisor at Bronfman E.L. Rothschild
Industry Financial Services
Experience
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

Ashley Iddings Ashley Iddings Washington D.C. Metro Area Details
Ashley Iddings's Highline Wealth Management Experience January 2010 - July 2015
Job Director & Principal at Bronfman E.L. Rothschild
Industry Financial Services
Experience
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

Drew Crank Drew Crank Charlotte, North Carolina Details
Drew Crank's Highline Wealth Management Experience October 2010 - May 2012
Job
Industry Financial Services
Experience
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

Adam Kaplan Adam Kaplan Los Angeles, California Details
Adam Kaplan's Highline Wealth Management Experience June 2012 - August 2012
Job Student at University of Southern California
Industry
Experience
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