Rothschild Investment LLC

Luke Novak is a financial advisor with Rothschild Investment LLC in Chicago, holding a Series 66 designation and 20 years of industry experience. He has been with Rothschild Investment Corp. since 2004. Rothschild Investment LLC provides portfolio management, financial planning, and retirement plan consulting to individuals, families, trusts, foundations, corporations, and plan sponsors, with a focus on entrepreneurs and closely held business owners. The firm employs a long-term, individualized investment approach that integrates asset allocation, theme selection, and security selection using various analytical methods.

Daniel Hord is a CFA® charterholder with 50 years of industry experience. He has been with Rothschild Investment Corporation since 1991. Rothschild Investment LLC provides discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting to individuals, families, trusts, foundations, corporations, and plan sponsors. The firm focuses on entrepreneurs and closely held business owners and employs a long-term, individualized investment approach combining asset allocation, theme selection, and security selection through multiple analytical methods.

Nicholas Rubnitz is a financial advisor at Rothschild Investment LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company since 2021. His prior experience includes roles at Morgan Stanley and Wicresoft, as well as teaching positions at Butler University and Francis W Parker School. Rothschild Investment LLC provides portfolio management, financial planning, and retirement plan consulting to individuals, families, trusts, foundations, corporations, and plan sponsors, with a focus on entrepreneurs and closely held business owners. The firm employs a long-term, individualized investment approach combining asset allocation, thematic and security selection using multiple analytical methods.

Ladd Solomon is a financial advisor at Rothschild Investment LLC in Chicago, IL, with 19 years of industry experience. He holds the CFP® and Series 66 designations and has been with Rothschild Investment LLC since 2009. Rothschild Investment LLC provides discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting to individuals, families, trusts, foundations, corporations, and plan sponsors, with a focus on entrepreneurs and closely held business owners. The firm employs a long-term, individualized investment approach that integrates asset allocation, theme selection, and security selection using multiple analytical methods.

Peter Jarrett is a CFA® charterholder and holds a Series 66 license with six years of industry experience. He has worked at Rothschild Investment LLC since 2018 and previously held roles at CMT Capital Markets Trading, Leo Burnett, and Young Life. Rothschild Investment LLC provides portfolio management, financial planning, and retirement plan consulting to individuals, families, trusts, foundations, corporations, and plan sponsors, with a focus on entrepreneurs and closely held business owners. The firm employs a long-term, individualized investment approach that integrates fundamental, technical, quantitative, and qualitative analysis.

Chadwick Schlett is a CFA® charterholder with 11 years of industry experience. He has been with Rothschild Investment LLC since 2014. The firm provides discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting to individuals, families, trusts, foundations, corporations, and plan sponsors. Rothschild emphasizes working with entrepreneurs and closely held business owners and manages private pooled Conduit Funds that invest in third-party private funds.

Skylar Rush is a financial advisor at Rothschild Investment LLC in Chicago, IL, with five years of industry experience. He holds the Series 66 designation and has prior experience at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Rothschild Investment LLC provides portfolio management, financial planning, and retirement plan consulting to individuals, families, trusts, foundations, corporations, and plan sponsors, with a focus on entrepreneurs and closely held business owners. The firm employs a long-term, individualized investment approach combining asset allocation, theme selection, and security selection using multiple analytical methods.

Christian Geringer is a CFP® with 21 years of industry experience and has been with Rothschild Investment Corp. since 2003. He is based in Chicago, IL, and holds a Series 63 license. In addition to his advisory role, Geringer serves as a paid-on-call firefighter for the Village of Western Springs, responding to emergencies in the community during non-business hours. Rothschild Investment LLC provides portfolio management, financial planning, and retirement plan consulting to individuals, families, trusts, foundations, corporations, and plan sponsors, with a focus on entrepreneurs and closely held business owners. The firm employs a long-term, individualized investment approach combining multiple analytical methods and manages private pooled Conduit Funds, offering both discretionary and non-discretionary services.

Samuel Hord is a financial advisor at Rothschild Investment LLC in Chicago, IL, holding a Series 66 designation with 11 years of industry experience. He has been with Rothschild Investment Corp since 2014 and is also affiliated with The Flats at ISU and Illinois State University. Rothschild Investment LLC provides discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting to individuals, families, trusts, foundations, corporations, and plan sponsors, with a focus on entrepreneurs and closely held business owners. The firm employs a long-term, individualized investment approach combining asset allocation, theme selection, and security analysis across multiple methodologies.

Bart Bonga is a financial advisor with Rothschild Investment LLC in Chicago, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Rothschild Investment Corporation since 1996. Rothschild Investment LLC provides discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting to individuals, families, trusts, foundations, corporations, and plan sponsors, with a focus on entrepreneurs and closely held business owners. The firm employs a long-term, individualized investment approach combining asset allocation, thematic and security selection using multiple analytical methods, and manages private pooled Conduit Funds investing in third-party private funds.

Joel Solomon is a financial advisor at Rothschild Investment LLC with 35 years of industry experience. He has been with Rothschild Investment Corporation since 1991 and holds Series 63 and Series 65 licenses. Rothschild Investment LLC provides portfolio management, financial planning, and retirement plan consulting to individuals, families, trusts, foundations, corporations, and plan sponsors, with a focus on entrepreneurs and closely held business owners. The firm employs a long-term, individualized investment approach combining asset allocation, theme selection, and security selection using multiple analytical methods.

Stephen Baby is a financial advisor with Rothschild Investment LLC in Chicago, IL. He holds Series 63 and Series 65 licenses and has eight years of industry experience. His prior roles include positions at JPMorgan Securities LLC, JPMorgan Chase Bank NA, Ronin Capital LLC, and Wilgrove Capital LLC. Rothschild Investment LLC provides discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting to individuals, families, trusts, foundations, corporations, and plan sponsors. The firm focuses on entrepreneurs and closely held business owners, employing a long-term, individualized investment approach that integrates asset allocation, theme selection, and security selection through fundamental, technical, quantitative, and qualitative analysis.

Joseph Sindelar is a financial advisor at Rothschild Investment LLC in Chicago, IL, holding a Series 65 designation with 21 years of industry experience. He has worked at Rothschild Investment Corporation since 2020 and previously spent 11 years at Lasalle Street Capital Management, LLC. Rothschild Investment LLC provides discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting primarily to individuals, families, trusts, foundations, corporations, and plan sponsors. The firm focuses on entrepreneurs and closely held business owners, employing a long-term, individualized investment approach that integrates asset allocation, theme selection, and security selection using a combination of fundamental, technical, quantitative, and qualitative analysis.

Charlie Kuhn is a financial advisor at Rothschild Investment LLC with one year of industry experience. He holds a Series 66 designation and has prior work experience at JPMorgan Chase Bank NA and JPMorgan Securities LLC. Outside of finance, he has worked in roles including at Parlor Doughnuts and the Indianapolis Colts. Rothschild Investment LLC provides discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting to individuals, families, trusts, foundations, corporations, and plan sponsors. The firm focuses on entrepreneurs and closely held business owners and employs a long-term, individualized investment approach combining multiple analytical methods.

James Franke is a financial advisor at Rothschild Investment LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Rothschild Investment Corp since 2011. Rothschild Investment LLC provides discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting to individuals, families, trusts, foundations, corporations, and plan sponsors. The firm focuses on serving entrepreneurs and closely held business owners and employs a long-term, individualized investment approach combining asset allocation, theme selection, and security selection through multiple analytical methods.