Baker Tilly Investment Advisors changes name

Baker Tilly Investment Advisors LP has changed its name to Bronfman E.L. Rothschild L.P.

The firm is a registered investment advisor that has offices in Milwaukee, Madison, Appleton, Janesville and Minneapolis.

It was a wholly owned subsidiary of Chicago-based Baker Tilly Virchow Krause LLP until May 2013, when it received a capital investment from Matthew Bronfman and E.L Rothschild and became independent.

Bronfman is chairman and chief executive officer of BHB Holdings LLC, which has invested in many companies, including IKEA Israel, Israel Discount Bank and the Shufersal grocery chain.

“We were initially attracted to Baker Tilly Investment Advisors’ solid business model, but quickly realized how well our values aligned,” Bronfman said. “Our focus is always on trust, integrity and openness. Our long-term commitment is reflected in the fact that we are putting our names on the door.”

E.L. Rothschild LLC is a family-owned private investment holding company that makes global investments in media, financial services, infrastructure, technology, luxury goods and real estate on behalf of Sir Evelyn and Lady Lynn Forester de Rothschild.

“We are excited about the future of this company and we fully embrace the opportunity to be part of an established firm that provides the full range of wealth management and consulting services for families, individuals, institutions and qualified retirement plans,” said Eli Goldstein, partner and manager of E.L Rothschild Holdings LLC.

Matthew Bronfman, E.L. Rothschild, and existing BTIA leadership Bruce Laning, Kelly Baumbach and Brian Powers purchased the firm to create an independent investment advisory company.
The Bronfman and Rothschild partnership was formed to grow the company and provide clients with more resources, as well as expand geographically.

“We are proud to launch our new name and brand,” said Bruce Laning, the Milwaukee-based president of Bronfman E.L. Rothschild. “It reflects the long-term commitment of our partners, who bring with them a foundation of multi-generational success and strength. Clients can expect the same firm, quality service, team and support they have come to know. We will continue to be a trusted source of perspective and insight for our clients.”

The firm’s new website is www.belr.com.

Sign up for BizTimes Daily Alerts

Stay up-to-date on the people, companies and issues that impact business in Milwaukee and Southeast Wisconsin

No posts to display