Maxey will work closely with Bronfman Rothschild Chief Investment Officer, Dmitriy Katsnelson, providing portfolio construction and asset allocation insight alongside money manager research and due diligence.

ROCKVILLE, MD, September 19, 2018 /24-7PressRelease/ — Bronfman Rothschild, an independent investment advisor based in Rockville, Maryland, announced today that Christopher Maxey has joined the firm’s investment team as Director of Investment Research.

Maxey will work closely with Bronfman Rothschild Chief Investment Officer, Dmitriy Katsnelson, providing portfolio construction and asset allocation insight alongside money manager research and due diligence.

“Chris brings a wealth of subject-matter expertise in both the traditional and alternative investment spaces. His deep knowledge of financial markets makes him a tremendous asset to our investment team and the clients we serve,” said Dmitriy Katsnelson, Bronfman Rothschild Chief Investment Officer.

“Expanding our internal investment capabilities means additional support for our growing team of advisors and the continued ability to deliver tailored investment strategies that meet a broad range of client needs,” said Mike LaMena, Bronfman Rothschild President and Chief Operating Officer.

Maxey joins Bronfman Rothschild from Steben & Company where he led research, risk management and product development efforts. Previously, he held the role of Assistant Vice President and Portfolio Manager at Fortigent (now part of LPL Financial). Maxey received his BS in Finance from American University and is a Chartered Alternative Investment Analyst charterholder, also serving as Chapter Executive for the Washington DC chapter of the CAIA Association.

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 eleven 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 95+ 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, LP 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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