Adero Names Wealth Advisor Evan Rothschild as New Partner
SAN FRANCISCO — Adero Partners, one of the top Forbes RIA firms in America, is proud to announce the addition of Evan Rothschild, CFA®, CFP®, as its newest Partner.
With more than 25 years of experience in Capital Markets, Rothschild excels in guiding high-net-worth clients through the intricacies of stock plan compensation, investments, estate planning, and personal risk management. Rothschild’s expertise extends across capital markets, private equity, and credit.
“I am honored to take on the role of Partner at Adero and contribute to its legacy of offering top-tier financial advice to thoughtful families,” said Rothschild. “Adero Partner’s best-in-class client/advisor ratio, investment capabilities, tax expertise, and outstanding people make this a wonderful place to work. I am proud to take this next step with a strong and growing organization that puts clients first.”
Prior to joining Adero in November 2020, Rothschild held previous tenures as a Financial Advisor at Morgan Stanley, Founder and Portfolio Manager at Morris Rothschild Capital, and Senior Equity Analyst at the Boston Company and Delaware Investments.
“With his seasoned experience, proven track record, and commitment to excellence, naming Evan Rothschild as our newest Partner is a strategic decision,” said Adero Partners CEO Michael Spector, CPA, PFS. “His contributions align seamlessly with Adero’s mission to provide unparalleled financial services and we are confident that this step will further enhance our capabilities and empower clients to achieve their financial goals.”
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About Adero Partners:
Since 1999, Adero Partners has been providing custom and comprehensive financial planning, strategic investing, tax planning, and family office services for high-net-worth clients. Adero has over 50 employees nationwide with offices in the Bay Area, Santa Monica, and Portland. Adero’s advisors include CPAs, CFP®s, CFAs, and MBAs with decades of experience and the firm was recognized by Forbes as one of America’s Top RIAs in 2023. Learn more about Adero Partners here.
For media inquiries or more information, please contact:
Jay Scott – 484.695.3774 – jscott@gavinadv.com
Emma Ligtenberg – 650.252.0557 – emma@aderopartners.com