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.
Rothschild recently acquired Lake Country Wealth
Management based in Delafield.
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
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