Rothschild Wealth Partners names a new growth officer

Rothschild Wealth Partners has named Mac O’Brien as its first growth officer, a movement aimed at improving the national strategy of growth in the firm.

As the head of growth, O’Brien will focus on the acquisitions and integration of new advisers, which is aligned with the aim of the company to develop a modern wealth management platform.

O’Brien has more than 20 years of experience in the financial services sector. His most recent role was responsible for the United States distribution at Morningsar Wealth, which manages assets over $ 300 million.

In this sense, it was crucial to formulate and implement the company’s expansion strategy of the company, supervising the national sales teams and collaborating with the main financial institutions.

His career also includes leadership positions higher than Zacks Investment Management, Dearborn Capital Management and Astor Investment Management, where he focused on corporate strategy, product development and distribution.

O’Brien said: “Rothschild Wealth Partners has a rare combination of heritage, integrity and ambition.

“I am happy to help lead the next chapter of growth of the firm attracting exceptional financial advisers to a company that allows them to give a truly generational impact on their customers.”

Rothschild Wealth Partners offers customized wealth management services to tributary clients, multi-generational families and business owners.

The firm operates offices in Chicago, Oakbrook, Denver and Nashville.

Rothschild’s president and partner Wealth Partners, Phil Johnson, said: “Mac’s history of promoting scalable growth and deep industry relationships make it a natural adjustment for Rothschildld’s wealth partners.”

Last month Rothschild & Co Wealth Management Management did Three new hires To improve their operations in Leeds and Manchester.

“Rothschild Wealth Partners names the new growth officer” was created and originally published International private bankera brand of Globaldata property.

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