Curtis Ellergodt
Chief Operating Officer @Rothschild Wealth Partners
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WORK HISTORY
Chief Operating Officer @Rothschild Wealth Partners
EDUCATION
The University of Chicago Booth School of Business
Master of Business Administration - MBA, Business Administration and Management, General
University of St. Francis
Bachelor of Business Administration (B.B.A.), Major: Accounting, Minors: Finance, Economics
SKILLS
ABOUT CURTIS ELLERGODT
At Rothschild Wealth Partners, you\'re not just a client; you\'re a valued partner in a legacy that spans over 110 years. Since our founding in 1908, we\'ve evolved from a regional brokerage firm into an employee-owned, full-spectrum boutique with over $6 billion in assets under advisement. Our mission has always been clear: empower you to understand your financial landscape, guide you in growing your wealth, and strategically implement measures to safeguard your future.Your financial journey is unique, and we honor that by offering customizable investment solutions, rather than relying on preset models. Whether it\'s adapting to alternative investments or applying rigorous risk management strategies, we\'re here to protect against the downside while maximizing your potential.As a dedicated CFO at Rothschild Wealth, I am committed to continuous learning in investments, tax strategies, and financial planning. This relentless pursuit of knowledge ensures that you receive the highest quality service, helping to unlock your financial potential.We partner with affluent families, business owners, and executives to navigate the complexities of wealth management. Together, we make sure you\'re not just prepared for life\'s changes, but that you thrive through them. When life changes, we know how to help.Read these Important Disclosures: https://rothschildwealth.com/disclosures/
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