Investment Industry Leader Joins Rothschild Wealth Partners to Advance Strategic Expansion and Strengthen Market Presence

CHICAGO, Oct. 15, 2025 /PRNewswire/ -- Rothschild Wealth Partners™ is pleased to announce that Sean Kelly has joined its executive team as Vice Chairman of the Board of Directors to help guide the firm's vision for strategic growth and development.

"Sean brings a unique combination of advisor experience, regional management knowledge, and a national perspective that strengthens our ability to serve clients and support and recruit advisors across the country," says Phil Johnson, President of Rothschild Wealth Partners.

Mr. Kelly is a retired Managing Director at Morgan Stanley, where he spent over 30 years in leadership and advisory roles. During his tenure, he co-founded a Private Wealth Advisor team that managed more than $2 billion in assets and served as Regional Manager for the company's Mid-Atlantic and Southeast regions. Earlier in his career, he held roles at Goldman Sachs and Bank of America. Mr. Kelly has been recognized on Barron's list of America's Top Financial Advisors for more than a decade.

"What drew me to Rothschild Wealth Partners is the clarity of its vision combining a rich heritage with a bold commitment to growth," said Sean Kelly, Vice Chairman. "I am honored to join the company at such an exciting stage of its growth. The firm's commitment to independence, client-first service, and advisor empowerment aligns perfectly with my values."

The appointment of Mr. Kelly comes as Rothschild Wealth Partners continues to build on its nearly 120-year legacy, delivering personalized wealth management to affluent individuals, multi-generational families, and business owners. With offices in Chicago, Oakbrook, Denver, and Nashville, the firm's leadership team is focused on expanding its national footprint.

"Sean's track record speaks for itself. He has built and led teams at the highest levels of our industry, and his insight will be invaluable as Rothschild continues to grow both organically and through strategic acquisitions," said Mac O'Brien, Chief Growth Officer. "We are thrilled to welcome him to the leadership team."

About Rothschild Wealth Partners
Originally founded in Chicago in 1908, Rothschild Wealth Partners is a high-touch, independent financial advisory firm focused on service and creative thinking. The team provides personalized wealth and life management solutions focusing on disciplined portfolio management. Rothschild Wealth Partners serves affluent individuals, multi-generational families, couples nearing retirement, and businesses with investment, tax strategies, and comprehensive financial planning knowledge. Rothschild Wealth, LLC, an SEC-Registered investment advisor and Rothschild Investment, LLC, an SEC-Registered investment advisor and broker-dealer, member FINRA/SIPC. Rothschild Wealth, LLC and Rothschild Investment, LLC are affiliates and collectively referred to as Rothschild Wealth Partners.

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SOURCE Rothschild Wealth Partners