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PURPOSE ⇒
CONTACT ⇒

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PURPOSE ⇒
CONTACT ⇒

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PURPOSE ⇒
CONTACT ⇒


PURPOSE FOR CAPITAL AND FOR LIFE

Rothschild Capital Partners is an investment advisory, engagement, and wealth
planning firm purpose-built for navigating the transformation of the global
economy.


UNDERSTAND THE INNOVATION. INVEST IN THE IMPACT.®

The global economy is undergoing unprecedented change. Moreover, innovation is
accelerating, driving risks and opportunities that are reshaping all
organizations. For over 20 years, we have used an innovation lens to navigate
these changes while investing in alignment with our clients and partners.

Rothschild Capital Partners has always been a hands-on investment firm: engaging
with a variety of organizations and individuals to better understand the impact
of innovation. We look at innovation and anticipate its impact across multiple
industries before investing. From the rise of AI and machine learning to
accelerating global connectivity, we look for potential opportunities and
disruptions across all industries.

The application of innovation enables more efficient use of resources and new
business models and creates long-term investment opportunity. Our investment
philosophy and approach are designed from the ground up to help clients benefit
from the compounding second and third-order impacts of major innovations across
all sectors.




OUR SERVICES

Rothschild Capital Partners is focused on creating and protecting your wealth
for the long term. Along with our core investment management and advisory
capabilities, Rothschild Capital Partners offers wealth and engagement planning.



BESPOKE WEALTH PLANNING

Through planning, engagement, and investment, we help develop a plan that
engages you and your family to build purpose for your capital and your life.



COLLABORATIVE ENGAGEMENT PLANNING

We work with our clients and partners to articulate, catalyze, and/or amplify
their purpose. As an extension of our wealth planning, we use an iterative
process to develop a deeper understanding of you and your background,
experiences, and interests. We are excited to learn from you, as much as we hope
you can learn from us.



PEER-DRIVEN INVESTMENT ADVISORY

We have always invested our own money alongside our clients, and this alignment
of interests is central to how we think about deploying capital. We look at the
landscape of our clients’ lives as aligned peers instead of primarily as
financial agents.


INTERCONNECTEDNESS IS EVERYTHING.



By developing a plan that engages you and your family to build purpose for your
capital and your life, we understand your investment needs better.

Our investment perspective provides an understanding of economic cycles and the
impact of innovation, which informs how you should plan for the future.



Our planning process facilitates engagement that connects you to our community
while enhancing, inspiring, and amplifying your purpose.

Engagement inspires, catalyzes, and amplifies purpose. Our understanding of your
purpose adds a new dimension to your financial and family plan.



Purpose-driven engagement provides crucial social, political, cultural, and
economic context to the forces transforming the global economy.

Business discipline transforms purpose-driven endeavors. Cross-domain investment
perspective catalyzes the ideation of new business models and opportunity.


INTRODUCING SIRONA

POWERED BY ROTHSCHILD CAPITAL PARTNERS

Sirona is the collaborative ecosystem of Rothschild Capital Partners. Our
members and affiliates are purpose-driven not-for-profits and for-profits.
Through counsel, support, engagement opportunities, and events, we collectively
enhance the impact of our individual endeavors.

Sirona leverages the same institutional-caliber team and investment platform we
built for ourselves at Rothschild Capital Partners.

To learn more about Sirona, please contact us.




TEAM

Our Senior Investment team has been together for over 20 years, and we have
worked with the members of our Advisory Board for an average of 25 years.

DAVID ROTHSCHILD

CEO & Co-Chief Investment Officer

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DAVID ROTHSCHILD

David founded Rothschild Capital Partners in 1997 after spending eight years as
a leading technology sell-side analyst.

Before his investment career, David was the Founder and President of Rothschild
Management Systems, Inc., an information systems integration company focused on
the real estate and retail industries. After selling his business in 1990, he
joined Alex. Brown & Sons as an equity analyst in the networking,
communications, and enterprise software sectors.

In 1991, Piper Jaffray & Co. recruited David to build and help lead the
Company’s rapid expansion of technology research and investment banking
capabilities. He was the lead analyst on more than a dozen public equity
offerings, venture finance rounds and general corporate finance transactions. He
was named Wall Street Journal All-Star Analyst in the computer networking
category each of the three years he was eligible and authored several
groundbreaking reports on the communications revolution and convergence
applications.

David has a BS in Economics from The Wharton School. David is a member of the
executive committee and the Chair of Central Scholarship which provides
vocational and college scholarships and financial aid for Maryland students. He
is a member of the Do Good Council and a student mentor at the Do Good Institute
of the University of Maryland. David is also a member of the Board of Trustees,
the Executive Committee, and Chair of the Strategic Innovation Committee of
McDonogh School. He is a director of The Rothschild Foundations. David
previously served on the Board of Directors for The Jewish Community Center in
Manhattan, and was a Big Brother for the Minneapolis Jewish Family and Children
Services.



JASON WOOD

EVP & Co-Chief Investment Officer

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JASON WOOD

Jason joined Rothschild Capital Partners in 2000. Prior to joining RCP, Jason
was an equity research analyst focusing on the enterprise software, networking
and wireless infrastructure sectors for Josephthal & Company.

Jason's responsibilities have continually expanded from his initial role of
providing technology-focused research and idea generation. He has helped oversee
the firm's registration with the SEC as an Investment Adviser, built deep domain
expertise in energy, healthcare and industrials, and taken an active role in all
facets of the portfolio management process - including compliance, risk
management, research and trading.

Jason graduated from the Wharton School with a BS in Economics. Jason is a
founding partner of The Enterprise Irregulars, LLC, a technology-focused group
of thought leaders. He writes and speaks regularly on the topics of technology,
social media and cultural demographics. He serves in an advisory capacity for
several incubating media and technology ventures, and is an active mentor to
students at the Do Good Institute.



MICHAEL LEVENSON

COO & Chief Compliance Officer

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MICHAEL LEVENSON

Michael joined Rothschild Capital Partners in 2016 focusing on strategy,
operations, and investments. His background in both finance and entrepreneurship
allows him to contribute across multiple lines of business within the firm. He
began his career working as an analyst at J.P. Morgan in New York City. During
his last two years there, Michael focused on asset allocation and long-term
wealth planning as part of the Private Wealth Management division. In 2012
Michael left JPM and founded a start-up called Present Value, an innovative
online financial gifting and education platform. As CEO, Michael ran all daily
operations of the business.

Michael graduated with a dual major from Syracuse University, receiving a BA in
both Finance and Entrepreneurship from the Martin J. Whitman School of
Management. Michael is a member of the board for The Giving Square. Through
their Kids for Kids Fund programs, The Giving Square teaches elementary school
age children about empathy and provides an opportunity for them to collaborate
to support a local charity.



MARGO COOK

CFP®, CDFA®, CAP®, CFRE
President of Wealth and Engagement Planning

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MARGO COOK

Margo joined Rothschild Capital Partners in 2023. Margo’s career has navigated a
unique mix of purpose and profit. On the purpose front, she’s been a
professional fundraiser, has served on the boards of numerous philanthropic
organizations, is active in women led philanthropy, and launched her own
501(c)(3). Over the last eight years, she has been a wealth planner with a focus
on purpose-driven individuals and their families navigating life’s complexities
and opportunities.

Margo holds the following professional designations: CFP® (Certified Financial
Planner), CDFA® (Certified Divorce Financial Analyst), CAP® (Chartered Advisor
in Philanthropy) and CFRE (Certified Fund Raising Executive). Margo has a BA in
Marketing from the University of Miami.

LEN RODMAN

Portfolio Manager & Research

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LEN RODMAN

Len joined Rothschild Capital Partners in 2011 as a member of the investment
team. Prior to RCP, he was in the healthcare investment banking group at Stifel
Nicolaus Weisel. At Stifel, Len was responsible for capital raising, M&A and
financial advisory work for public and private companies spanning a range of
healthcare verticals including medical devices, senior housing, and
biotechnology. Len began his career as a medicinal chemist at Merck & Co. where
his contributions led to national and international patents in pharmaceutical
manufacturing and molecular composition. He later became a proprietary trader at
E*Trade. Len received his BA in chemistry with Honors from Wesleyan University
and an MBA in Finance and Accounting from the Leonard N. Stern School of
Business at New York University. Len is an active mentor to students at the Do
Good Institute.



JOHN DAME

General Counsel

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JOHN DAME

John joined the Rothschild Capital Partners as General Counsel in 2023 to
support the implementation of our wealth and engagement planning offerings and
to deepen our due diligence capabilities. Prior to joining RCP, John worked as
an attorney handling complex matrimonial matters for high-net-worth families. In
this role, John provided legal and advisory services to clients covering
litigation strategy, personal matters, and financial issues (e.g., real estate
finance, and business valuation/buyouts). He negotiated high-stakes financial
settlements for his clients, and he is a trained mediator. John also has
extensive experience collaborating with both financial planners and accountants
on behalf of his clients. Before starting his career as a litigator, John served
as law clerk to the Family Judge-In-Charge at the largest trial court in the
State of Maryland and as Summer Counsel at the Harvard Legal Aid Bureau. John
has a BA from Tufts University and a J.D. from Georgetown University Law School.



MEGAN FREDERICK

Operations Manager

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MEGAN FREDERICK

Megan joined Rothschild Capital Partners in 2017 and is the firm’s operations
and compliance manager. Prior to joining RCP, she spent five years with TD Bank
where she served as operations supervisor and senior client service
representative, managing branch operations and establishing and maintaining
relationships with high net worth clients and businesses. She was also active in
corporate responsibility initiatives and as a financial literacy instructor for
special needs students. Megan graduated summa cum laude from the Rutgers
University School of Arts.

H I S T O R Y


A LEGACY OF SUCCESS AND INNOVATION

After starting his career running a systems integration firm and then working
seven years as a Wall Street analyst covering enterprise software and
communications infrastructure companies, David Rothschild founded Rothschild
Capital Partners and launched a technology fund in 1997. The first fund
portfolio included a mix of public equities and venture investments leveraging a
long-term innovation lens — framed by a thesis that capital markets investors
often overreact to short-term news and underestimate the impact of disruptive
innovation.

In 2001, Rothschild Capital Partners broadened its offerings and took on
investment and operations responsibility for Rothschild Capital Management, the
successor to The Rothschild Company, which had managed client assets since 1972.




CONTACT OUR TEAM



REACH OUT

ROTHSCHILD CAPITAL PARTNERS

477 Madison Ave, 6th Floor
New York, NY 10022
(212) 931 5303

© Rothschild Capital Partners, LLC. All Rights Reserved.
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