James A. Franke, CFA®

Managing Director and Partner

James joined Rothschild in 2011. Previously, he was a Vice President in the Private Wealth Management Group with Robert W Baird & Co., where he was responsible for managing both individual and institutional accounts.

James is a Chartered Financial Analyst® and member of the CFA Society of Chicago. He is also a member of The Chicago Council on Global Affairs.

James received a bachelor’s degree in economics from Colgate University.

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There are a lot of ways to define success. It’s not about money, but about how you can live your best life. Let’s talk about how you can define your own success.