Rothschild Wealth Partners Appoints Chief Growth Officer
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CHICAGO, May 14, 2025 ~ Rothschild Wealth Partners, a leading wealth management firm, has recently announced the appointment of Mac O'Brien as their first Chief Growth Officer. In this new role, Mr. O'Brien will be responsible for spearheading the firm's national growth strategy, with a particular focus on acquisitions and bringing in new advisors. This move further solidifies the company's commitment to building a next-generation wealth management platform.

According to Phil Johnson, President and Partner at Rothschild Wealth Partners, "Mac's track record of driving scalable growth and deep industry relationships makes him a natural fit for our team." He also added that Mr. O'Brien's leadership will be crucial in executing the firm's strategic vision and attracting advisors who share their values and client-first philosophy.

With over two decades of experience in financial services, Mr. O'Brien brings a wealth of knowledge to his new role. He most recently served as the Head of Investment U.S. Distribution at Morningstar Wealth, a global firm managing over $300 billion in assets. During his time there, he played a key role in shaping and implementing the company's U.S. expansion strategy, managing national sales teams, and working closely with some of the industry's largest financial institutions.

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Throughout his career, Mr. O'Brien has held senior leadership positions at various firms such as Zacks Investment Management, Dearborn Capital Management, and Astor Investment Management. In these roles, he was responsible for driving corporate strategy, product innovation, and distribution. He began his career in independent equity research where he gained valuable experience in quantitative modeling and portfolio construction.

In his statement regarding his new position at Rothschild Wealth Partners, Mr. O'Brien expressed his excitement about joining a company with such a strong heritage and ambitious goals. "I am thrilled to help lead the firm's next chapter of growth by attracting exceptional Financial Advisors to a firm that empowers them to deliver truly generational impact for their clients," he said.

The appointment of Mr. O'Brien comes at a time when Rothschild Wealth Partners is focused on expanding its national footprint and building upon its nearly 120-year legacy of providing independent, personalized wealth management services to affluent individuals, multi-generational families, and business owners. With offices in Chicago, Oakbrook, Denver, and Nashville, the firm's leadership team is dedicated to furthering their growth and success.

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