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Jon Rothschild

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Jon Rothschild

VP Family Office | Summit Trail Advisors

United States

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Jon Rothschild

Summary

Jon Rothschild is a seasoned Vice President at Summit Trail Advisors, specializing in wealth management for high net worth individuals. With a rich background in account management, financial planning, and brand development, he has a proven track record of driving business growth and client satisfaction. Jon's career spans various roles, from managing a promotional product company to leading business development at Heritage Strategies. His entrepreneurial spirit is complemented by a strong educational foundation from the University of Maryland, where he earned a Bachelor of Science in Information Sciences. Known for his strategic thinking and innovative approach, Jon is passionate about leveraging technology to enhance client services and operational efficiency. He is also a skilled marketer, adept at utilizing social media and online advertising to build brand awareness. Outside of his professional pursuits, Jon is committed to continuous learning and staying ahead of emerging trends in the financial services sector.

General

Generalist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Emerging Technologies

Leadership Development

Innovation

Organisational experience

Corporate Experience

Startup Experience

Jon Rothschild

Work Experience

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VP Family Office at

Summit Trail Advisors

March 2021 - Present

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Senior Vice President Business Development at

Heritage Strategies LLC

September 2018 - March 2021

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Financial Representative at

Northwestern Mutual

January 2015 - August 2018

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Owner at

progos GmbH

January 2004 - July 2015

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Managing Partner at

Studio14 Indoor Cycling And Yoga

December 2012 - October 2014

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Jon Rothschild

Education

University of Maryland - Robert H. Smith School of Business, Bachelor Of Science

January 1998 - January 2002

Frequently Asked Questions about Jon Rothschild

What is Jon Rothschild email address?

Jon Rothschild's primary email address is **************@summittrail.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Jon Rothschild work for?

Jon Rothschild is a VP Family Office at Summit Trail Advisors, a company specializing in Monetary Authorities-Central Bank.

Where Jon Rothschild graduated from?

Jon Rothschild holds a degree in Information Sciences from University of Maryland - Robert H. Smith School of Business.

How can I directly contact Jon Rothschild?

To contact Jon Rothschild directly, you can use the email address **************@summittrail.com. Complete contact information is available upon registration with Muraena.

Who is Jon Rothschild?

Jon Rothschild is a seasoned Vice President at Summit Trail Advisors, specializing in wealth management for high net worth individuals. With a rich background in account management, financial planning, and brand development, he has a proven track record of driving business growth and client satisfaction. Jon's career spans various roles, from managing a promotional product company to leading business development at Heritage Strategies. His entrepreneurial spirit is complemented by a strong educational foundation from the University of Maryland, where he earned a Bachelor of Science in Information Sciences. Known for his strategic thinking and innovative approach, Jon is passionate about leveraging technology to enhance client services and operational efficiency. He is also a skilled marketer, adept at utilizing social media and online advertising to build brand awareness. Outside of his professional pursuits, Jon is committed to continuous learning and staying ahead of emerging trends in the financial services sector.

Jon`s contact details

mail

**************@summittrail.com

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