ROTHSCHILD CAPITAL PARTNERS, LLC

ROTHSCHILD CAPITAL PARTNERS, LLC of NEW YORK, NY is an SEC-registered investment adviser (CRD 161688). Regulatory assets under management: $469.7M.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed, Performance.

Clients served: Individuals, High net worth, Investment cos.

Officers, owners & control persons (22)

NameRoleLocation
David Dalsemer RothschildCHIEF EXECUTIVE OFFICER
Jason Barrett WoodCHIEF INVESTMENT OFFICER
Michael Jeffrey LevensonCHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER
Marguerite Ambrosetti CookPRESIDENT OF WEALTH AND ENGAGEMENT PLANNING
John Spencer Rothschild DameGENERAL COUNSEL
POHLAD JOHN MICHAELDIRECTOR OF STRATEGIC DEVELOPMENT
COOK ROBERT APRESIDENT OF WEALTH AND ENGAGEMENT PLANNING
ROTHSCHILD DAVID DALSEMERCHIEF COMPLIANCE OFFICER; CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER (+1 more)
WOOD JASON BARRETTCHIEF INVESTMENT OFFICER; EXECUTIVE VICE PRESIDENT, CO-CHIEF INVESTMENT OFFICER; EXECUTIVE VICE PRESIDENT, SENIOR PORTFOLIO MANAGER (+1 more)
ROTHCHILD STANFORD ZADOCSENIOR ADVISER
RODMAN LEONARD DANIELPORTFOLIO MANAGER; PRINCIPAL
SMITH ARCH COLWELLMANAGING DIRECTOR; SENIOR PORTFOLIO MANAGER
HEMING BETH ANNCHIEF COMPLIANCE OFFICER; SENIOR RESEARCH ANALYST
Connor Justin MarcusMANAGING DIRECTOR
DEHLI JODI ANNPRESIDENT, CHIEF OPERATING OFFICER
ROTHSCHILD STANFORD ZADOCSENIOR ADVISER, SENIOR PORTFOLIO MANAGER
SHANHOLTZ LAURA LYNNCHIEF COMPLIANCE OFFICER
PETERSON JODI DEHLIMANAGING DIRECTOR
LEVENSON MICHAELCHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER
DAME JOHN SPENCER ROTHSCHILDGENERAL COUNSEL
LEVENSON MICHAEL JEFFREYCHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER
COOK MARGUERITE AMBROSETTIPRESIDENT OF WEALTH AND ENGAGEMENT PLANNING

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