Rothschild Capital Partners

Leonard Rodman is a financial advisor at Rothschild Capital Partners with 15 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Vitruvia Consulting Corporation. Rothschild Capital Partners is an SEC-registered investment adviser serving high-net-worth individuals, trusts, estates, charitable organizations, and a small number of pooled vehicles. The firm employs a combined top-down and bottom-up investment approach and manages approximately $468 million across private funds and separately managed accounts.

Marguerite Cook is a CFP® with nine years of industry experience, currently serving as an advisor at Rothschild Capital Partners. She has worked at Rothschild Capital Partners since 2023 and previously held roles at 1 North Wealth Services and Location Ventures. Rothschild Capital Partners is an SEC-registered investment adviser that provides discretionary portfolio management to high-net-worth individuals, trusts, estates, charitable organizations, and a small number of pooled vehicles. The firm combines macroeconomic and fundamental analysis in its investment process and manages both private funds and separately managed accounts using a range of techniques including derivatives and borrowing.

Jason Wood is an advisor at Rothschild Capital Partners with 26 years of experience. He holds Series 63 and Series 65 designations and is based in Kinnelon, NJ. Rothschild Capital Partners is an SEC-registered investment adviser serving high-net-worth individuals, trusts, estates, charitable organizations, and a limited number of pooled vehicles. The firm employs a combination of top-down macroeconomic analysis and bottom-up fundamental research, utilizing various investment techniques including long and short equity positions, options, and margin.

John Dame is a financial advisor at Rothschild Capital Partners with a Series 65 designation and two years of industry experience. Prior to joining Rothschild Capital Partners in 2023, he worked at Feldman Jackson PC for five years and has experience in legal roles including at Montgomery County Circuit Court and the Harvard Legal Aid Bureau. Rothschild Capital Partners is an SEC-registered investment adviser serving high-net-worth individuals, trusts, estates, charitable organizations, and pooled vehicles. The firm employs a combined top-down and bottom-up investment approach and manages approximately $467.8 million with a five-person advisory team, offering portfolio management as well as wealth planning and consulting services.

Madelyn Simmons is a financial advisor at Rothschild Capital Partners with a Series 65 credential and one year of industry experience. She has previously worked at GGM Wealth Advisors and MAI Capital Management. Outside of finance, she has experience in education and hospitality, having worked at Maryvale Preparatory School and Avenue Kitchen & Bar. Rothschild Capital Partners is an SEC-registered investment adviser serving high-net-worth individuals, trusts, estates, and charitable organizations. The firm combines macroeconomic and fundamental analysis in its investment process and manages both pooled investment vehicles and separately managed accounts.

Harrison Mc Quaig is a CFP® professional with experience at Bogart Wealth, LLC since 2022 and prior roles at Resource Planning Group, Ltd and G Squared Funding, LLC. He has a background that includes academic positions at The University of Georgia and Pierce County High School. Bogart Wealth serves individuals, high net worth clients, trusts, estates, and charitable organizations with comprehensive wealth management, financial planning, and discretionary portfolio management. The firm manages approximately $2.68 billion in client assets through a 23-advisor team and utilizes model portfolios blending passive and active funds, along with differentiated strategies such as ETF-only models, direct indexing SMAs, and structured-note models.