Rothschild Wealth Partners names new chief growth officer

GlobalData

Thu, May 15, 2025, 4:58 AM 1 min read

Rothschild Wealth Partners has appointed Mac O'Brien as its first chief growth officer, a move aimed at enhancing the firm's national growth strategy.

As chief growth officer, O'Brien will concentrate on acquisitions and integrating new advisors, which aligns with the firm's objective of developing a modern wealth management platform.

O'Brien has more than 20 years of experience in the financial services sector. His most recent role was as head of investment US distribution at Morningstar Wealth, which manages assets exceeding $300bn.

In this capacity, he was crucial in formulating and implementing the firm's US expansion strategy, overseeing national sales teams, and collaborating with major financial institutions.

His career also includes senior leadership positions at Zacks Investment Management, Dearborn Capital Management, and Astor Investment Management, where he focused on corporate strategy, product development, and distribution.

O'Brien said: “Rothschild Wealth Partners has a rare combination of heritage, integrity, and ambition.

“I'm 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.”

Rothschild Wealth Partners offers tailored wealth management services to affluent clients, multi-generational families, and business owners.

The firm operates offices in Chicago, Oakbrook, Denver, and Nashville.

Rothschild Wealth Partners president and partner Phil Johnson said: “Mac's track record of driving scalable growth and deep industry relationships makes him a natural fit for Rothschild Wealth Partners.”

Last month, Rothschild & Co Wealth Management UK made three new hires to enhance its operations in Leeds and Manchester.

"Rothschild Wealth Partners names new chief growth officer" was originally created and published by Private Banker International, a GlobalData owned brand.

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