Stephen joined Rothschild Investment Corporation in 2022. Previously, he was an Executive Director with the J.P. Morgan Private Bank advising high net worth individuals and their families on investment, credit and planning needs.
Stephen holds a B.S. in Applied Economics and Management from Cornell University.
Stephen lives in Wilmette, IL with his wife and two daughters and sits on the Chicago Advisory Board for Team IMPACT.
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.
Independence. Security. Trust. It’s why we want to work for you.
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.