|By Business Wire||
|June 2, 2014 11:21 AM EDT||
Bronfman E.L. Rothschild is the new name for Baker Tilly Investment Advisors, LP, a registered investment advisor focused on creating, enhancing and preserving wealth for individuals and institutions and helping retirement plan sponsors achieve their goals. The name and brand were launched today with a new look and website at www.belr.com
“We are proud to launch our new name and brand,” said Bruce Laning, President of Bronfman E.L. Rothschild. “It reflects the long-term commitment of our partners, who bring with them a foundation of multi-generational success and strength. Clients can expect the same firm, quality service, team, and support they have come to know. We will continue to be a trusted source of perspective and insight for our clients.”
In May 2013, Baker Tilly Investment Advisors partnered with the Bronfman and E.L. Rothschild family offices. Until 2013, Baker Tilly Investment Advisors was a wholly owned subsidiary of the accounting firm Baker Tilly Virchow Krause, LLP. The Baker Tilly Investment Advisor management team developed a growth plan to expand the resources it could provide to clients while strengthening its organization through a broader geographic presence. The scale of the plan required outside capital. Baker Tilly Investment Advisors undertook a search to identify partners to help achieve its long-range goals. A number of suitable partners were identified and all wanted to make an investment, but the opportunity that dovetailed best with the company’s core values was a partnership with Matthew Bronfman and E.L. Rothschild.
Matthew Bronfman is chairman and CEO of BHB Holdings LLC, and has made significant investments in numerous companies including several Israeli-based companies including IKEA Israel, Israel Discount Bank and the Shufersal supermarket chain. E.L. Rothschild LLC is a family owned, private investment holding company that oversees a variety of Sir Evelyn and Lady Lynn Forester de Rothschild’s global investments. Current holdings include media, financial services, infrastructure, technology, luxury goods and real estate. The principals take a long-term view toward partnership and value creation.
Partnering with the existing leadership team of Bruce Laning, Kelly Baumbach, and Brian Powers, the family offices of Matthew Bronfman and E.L. Rothschild purchased the firm to create a stand-alone investment advisor.
“We were initially attracted to Baker Tilly Investment Advisor’s solid business model, but quickly realized how well our values aligned,” said Matthew Bronfman, chairman of BHB Holdings LLC. “Our focus is always on trust, integrity and openness. Our long-term commitment is reflected in the fact that we are putting our names on the door.”
“We are excited about the future of this company and we fully embrace the opportunity to be part of an established firm that provides the full range of wealth management and consulting services for families, individuals, institutions and qualified retirement plans,“ said Eli Goldstein, Partner & Manager, of E.L. Rothschild Holdings LLC. Eli Goldstein is responsible for E.L. Rothschild Holdings LLC’s global investing activities, focusing on transactional work and deal structuring as well as the ongoing management and operations of E.L. Rothschild’s businesses.
“As an organization we are still very focused on client commitment, but now have access to additional resources such as expanded investment research,” said Laning. “The same investment platform and advisory team remains in place. Several of our investment professionals have become investors in the new firm alongside the Bronfman and E.L. Rothschild families, ensuring continuity of the team. We are well positioned to serve a growing group of individuals and plan sponsors seeking financial confidence and peace of mind.”
About Bronfman E.L. Rothschild
Creating, enhancing, and preserving wealth is the focus at Bronfman E.L. Rothschild. Through in-depth knowledge and experience, specialized wealth management advisors help families and individuals clarify their financial goals and develop a tailored strategy to meet their objectives. Overseeing more than $1.9 billion in client assets under management*, the firm works to understand each client’s goals and offers candid advice and guidance through the complex investment arena. The firm also serves as a consultant to corporate retirement plans overseeing investment fund selection and monitoring, providing fiduciary oversight and offering a unique Retirement Readiness education experience to plan participants. The firm’s retirement plan consulting and administration professionals specialize in assisting with the design, implementation and administration of qualified retirement plans. They also provide consulting services on a wide range of retirement plan issues, including plan termination, IRS and DOL audits and plan corrections under IRS and DOL approved procedures.
*client assets under management as of 12/31/13
Bronfman E.L. Rothschild, LP is a registered investment advisor. Securities, when offered, are offered through Baker Tilly Capital, LLC, member of FINRA and SIPC; Office of Supervisory Jurisdiction located at 10 Terrace Court, Madison, WI 53718, phone 800 362 7301. Baker Tilly Capital, LLC, is a wholly owned subsidiary of Baker Tilly Virchow Krause, LLP, an accounting firm. Baker Tilly Virchow Krause, LLP, is an independently owned and managed member of Baker Tilly International.
WebRTC is about the data channel as much as about video and audio conferencing. However, basically all commercial WebRTC applications have been built with a focus on audio and video. The handling of “data” has been limited to text chat and file download – all other data sharing seems to end with screensharing. What is holding back a more intensive use of peer-to-peer data? In her session at @ThingsExpo, Dr Silvia Pfeiffer, WebRTC Applications Team Lead at National ICT Australia, looked at differ...
Feb. 27, 2017 07:45 PM EST Reads: 7,340
For organizations that have amassed large sums of software complexity, taking a microservices approach is the first step toward DevOps and continuous improvement / development. Integrating system-level analysis with microservices makes it easier to change and add functionality to applications at any time without the increase of risk. Before you start big transformation projects or a cloud migration, make sure these changes won’t take down your entire organization.
Feb. 27, 2017 07:45 PM EST Reads: 1,536
With major technology companies and startups seriously embracing IoT strategies, now is the perfect time to attend @ThingsExpo 2016 in New York. Learn what is going on, contribute to the discussions, and ensure that your enterprise is as "IoT-Ready" as it can be! Internet of @ThingsExpo, taking place June 6-8, 2017, at the Javits Center in New York City, New York, is co-located with 20th Cloud Expo and will feature technical sessions from a rock star conference faculty and the leading industry p...
Feb. 27, 2017 07:30 PM EST Reads: 2,224
SYS-CON Events announced today that IoT Now has been named “Media Sponsor” of SYS-CON's 20th International Cloud Expo, which will take place on June 6–8, 2017, at the Javits Center in New York City, NY. IoT Now explores the evolving opportunities and challenges facing CSPs, and it passes on some lessons learned from those who have taken the first steps in next-gen IoT services.
Feb. 27, 2017 07:15 PM EST Reads: 1,908
The Internet of Things can drive efficiency for airlines and airports. In their session at @ThingsExpo, Shyam Varan Nath, Principal Architect with GE, and Sudip Majumder, senior director of development at Oracle, discussed the technical details of the connected airline baggage and related social media solutions. These IoT applications will enhance travelers' journey experience and drive efficiency for the airlines and the airports.
Feb. 27, 2017 07:00 PM EST Reads: 2,580
SYS-CON Events announced today that WineSOFT will exhibit at SYS-CON's 20th International Cloud Expo®, which will take place on June 6-8, 2017, at the Javits Center in New York City, NY. Based in Seoul and Irvine, WineSOFT is an innovative software house focusing on internet infrastructure solutions. The venture started as a bootstrap start-up in 2010 by focusing on making the internet faster and more powerful. WineSOFT’s knowledge is based on the expertise of TCP/IP, VPN, SSL, peer-to-peer, mob...
Feb. 27, 2017 07:00 PM EST Reads: 2,138
DevOps is being widely accepted (if not fully adopted) as essential in enterprise IT. But as Enterprise DevOps gains maturity, expands scope, and increases velocity, the need for data-driven decisions across teams becomes more acute. DevOps teams in any modern business must wrangle the ‘digital exhaust’ from the delivery toolchain, "pervasive" and "cognitive" computing, APIs and services, mobile devices and applications, the Internet of Things, and now even blockchain.
Feb. 27, 2017 06:45 PM EST Reads: 2,219
A strange thing is happening along the way to the Internet of Things, namely far too many devices to work with and manage. It has become clear that we'll need much higher efficiency user experiences that can allow us to more easily and scalably work with the thousands of devices that will soon be in each of our lives. Enter the conversational interface revolution, combining bots we can literally talk with, gesture to, and even direct with our thoughts, with embedded artificial intelligence, whic...
Feb. 27, 2017 06:30 PM EST Reads: 2,103
Have you ever noticed how some IT people seem to lead successful, rewarding, and satisfying lives and careers, while others struggle? IT author and speaker Don Crawley uncovered the five principles that successful IT people use to build satisfying lives and careers and he shares them in this fast-paced, thought-provoking webinar. You'll learn the importance of striking a balance with technical skills and people skills, challenge your pre-existing ideas about IT customer service, and gain new in...
Feb. 27, 2017 06:15 PM EST Reads: 419
WebRTC sits at the intersection between VoIP and the Web. As such, it poses some interesting challenges for those developing services on top of it, but also for those who need to test and monitor these services. In his session at WebRTC Summit, Tsahi Levent-Levi, co-founder of testRTC, reviewed the various challenges posed by WebRTC when it comes to testing and monitoring and on ways to overcome them.
Feb. 27, 2017 06:15 PM EST Reads: 8,287
SYS-CON Events announced today that Catchpoint Systems, Inc., a provider of innovative web and infrastructure monitoring solutions, has been named “Silver Sponsor” of SYS-CON's DevOps Summit at 18th Cloud Expo New York, which will take place June 7-9, 2016, at the Javits Center in New York City, NY. Catchpoint is a leading Digital Performance Analytics company that provides unparalleled insight into customer-critical services to help consistently deliver an amazing customer experience. Designed ...
Feb. 27, 2017 05:45 PM EST Reads: 601
SYS-CON Events announced today that CA Technologies has been named “Platinum Sponsor” of SYS-CON's 20th International Cloud Expo®, which will take place on June 6-8, 2017, at the Javits Center in New York City, NY, and the 21st International Cloud Expo®, which will take place October 31-November 2, 2017, at the Santa Clara Convention Center in Santa Clara, CA. CA Technologies helps customers succeed in a future where every business – from apparel to energy – is being rewritten by software. From ...
Feb. 27, 2017 05:30 PM EST Reads: 568
Tintri VM-aware storage is the simplest for virtualized applications and cloud. Organizations including GE, Toyota, United Healthcare, NASA and 6 of the Fortune 15 have said "No to LUNs." With Tintri they manage only virtual machines, in a fraction of the footprint and at far lower cost than conventional storage. Tintri offers the choice of all-flash or hybrid-flash platform, converged or stand-alone structure and any hypervisor. Rather than obsess with storage, leaders focus on the business app...
Feb. 27, 2017 05:30 PM EST Reads: 463
The financial services market is one of the most data-driven industries in the world, yet it’s bogged down by legacy CPU technologies that simply can’t keep up with the task of querying and visualizing billions of records. In his session at 20th Cloud Expo, Jared Parker, Director of Financial Services at Kinetica, will discuss how the advent of advanced in-database analytics on the GPU makes it possible to run sophisticated data science workloads on the same database that is housing the rich inf...
Feb. 27, 2017 05:15 PM EST Reads: 1,723
DevOps is often described as a combination of technology and culture. Without both, DevOps isn't complete. However, applying the culture to outdated technology is a recipe for disaster; as response times grow and connections between teams are delayed by technology, the culture will die. A Nutanix Enterprise Cloud has many benefits that provide the needed base for a true DevOps paradigm.
Feb. 27, 2017 05:15 PM EST Reads: 727