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.

Our Independent Financial Advisory Team

We believe that our strength lies in our team. We bring together a diverse group of financial professionals, each with their own skills and experiences, to help you organize, protect, and grow your money.

Live your best financial life with the help of a true independent fiduciary like Rothschild Wealth Partners. 

Let Us Help Define Your Success

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.

Start a Conversation

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.

Welcome to Rothschild Wealth Partners

We are thrilled to share some exciting news with you! As of 2023, Rothschild Investment, LLC, and Sentinus, LLC, have come together to form Rothschild Wealth Partners. By joining forces, we can unite our legacies, strengthen our services, and present a bold new chapter for our firm—one built on nearly two centuries of expertise and trusted financial stewardship.

Through thoughtful discussions and collaboration, we’ve crafted a brand that not only honors our history but also points towards an exciting future. While our name and look have evolved, one thing remains unchanged: our commitment to delivering strategic financial advice and personalized support to help you achieve your goals.