Evan Rothschild

Evan Rothschild (Com ’97 CM) has become the newest Principal at Adero Partners, a wealth management firm with offices in the San Francisco area and in Portland, Oregon that caters to high-net-worth clients. As a Chartered Financial Analyst for over 24 years and a Certified Financial Planner, Rothschild excels in guiding thoughtful individuals and families through the intricacies of stock plan compensation, investments, estate planning, and personal risk management.

Rothschild previously worked as a financial adviser at Morgan Stanley, founder and portfolio manager at Morris Rothschild Capital, and senior equity analyst at The Boston Company and Delaware Investments. He lives in Redwood City, California with his wife Allyson.