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How Neal Simon parlayed a hoity-toity family office RIA into a $5 billion serial buyer in two years by letting the whale swallow him first

The CEO of Bronfman E.L. Rothschild engineered nine roll-ins and liftouts since 2015 and, with a key Cantor Fitzgerald hire, is now turning a hungry eye on NYC

Author Sarah O’Brien May 11, 2017 at 9:52 PM
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Neal Simon: We will see the emergence of five to 10 very large regional and national RIAs, and that Bronfman Rothschild is well-positioned to become one of them.


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Envestnet Inc
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