PURPOSE FOR CAPITAL AND FOR LIFE

We are an investment advisory, engagement, and wealth planning firm purpose-built for
navigating the transformation of the global economy. empowering you and the potential of your wealth. inspiring your engagement and connection. you.

Our Services

  • Bespoke Wealth Planning

    Developing a financial plan to engage you and your family.

  • Engagement Planning

    Working with you to amplify your purpose.

  • Investment Management

    Managing your investments so you can focus on what really matters.

Domain Expertise & Specialties

  • Family Purpose & Engagement

    Wealth creates opportunities and challenges that can create complexities in the family dynamic.

    We are building an aligned community that can help you and your family identify, inspire, and amplify purpose.

  • Retirement & Career Transition

    Wealth is a means to an end.

    Our team provides support for your wealth to serve your purpose, and live life on your terms.

  • Business Transition & Advisory

    Business transitions involve both personal and financial complexity.

    Our team provides the clarity you need to make important decisions about your future.

  • Investments

    Investing appropriately is critical to realizing your personal and professional goals.

    Our team advises you with specific expertise and experience across all asset classes.

  • Life Journey

    Life is full of both gradual and momentous change, and there are financial and personal considerations throughout.

    Our team is here to guide you.

  • Divorce

    There are financial and personal realities to navigate in virtually every divorce. Our team empowers you while navigating your divorce and your next chapter.

    We also support your chosen counsel during this complex process.

    Learn More

The Rothschild Macroeconomic Perspective

The global economy is undergoing unprecedented change. Moreover, innovation is accelerating, driving risks and opportunities that are reshaping all organizations.

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 opportunities. 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.

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.

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.

DAVID ROTHSCHILD

CEO

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 & Chief Investment Officer

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

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

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

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

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

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

ROTHSCHILD CAPITAL PARTNERS

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