Bronfman E.L. Rothschild acquires wealth management firm

Freeman Staff

Aug. 11, 2015

MADISON - Bronfman E.L. Rothschild LP announced Tuesday it acquired Highline Wealth Management LLC. Together, the two firms will manage more than $3.6 billion and will have offices in nine locations.

Bronfman E.L. Rothschild recently acquired Lake Country Wealth Management based in Delafield.

Highline was founded by Neal Simon and is based in the Washington, D.C., area with offices outside of Philadelphia and in New York City. Simon will become CEO of the combined firms and join the Bronfman E.L. Rothschild Executive Management Committee.

"The acquisition of Highline Wealth Management takes our firm to a new level in continuing to improve our client experience," said Bruce Laning, principal and managing director of Bronfman E.L. Rothschild, in a statement. "We plan to continue our smart-growth strategy in both the Midwest and Northeast, creating opportunities for both clients and employees."

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