Founder and CEO of Invent. Founder of Finance Logix, acquired by Envestnet, where he then served as an executive. Built the modern wealth technology infrastructure the industry runs on.
Founder and CEO of Invent. Founder of Finance Logix, acquired by Envestnet, where he then served as an executive. Built the modern wealth technology infrastructure the industry runs on.
We believe that our strength lies in our team. We bring together a diverse group of financial professionals, each with their own skills and experiences, to help you organize, protect, and grow your money.
Live your best financial life with the help of a true independent fiduciary like Rothschild Financial Partners.
For a select group of independent advisors and RIAs who want institutional gravity behind them, an operating company around them, and real equity in their hands.
Selectively onboarding now.
For a select group of independent advisors and RIAs who want institutional gravity behind them, an operating company around them, and real equity in their hands.
Selectively onboarding now.
