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Jon Rothschild's work experience begins in 2012 as the Managing Partner of Studio14 Indoor Cycling & Yoga, where they oversaw all operational aspects, including client and staff relations, scheduling, and marketing efforts. In 2015, they joined Northwestern Mutual as a Financial Representative, relying on their expertise and the support of a specialist team to provide innovative solutions for clients. In 2018, Jon became the Senior Vice President of Business Development at Heritage Strategies LLC. Currently, they hold the position of VP Family Office at Summit Trail Advisors, starting in 2021.

Jon Rothschild attended the University of Maryland - Robert H. Smith School of Business from 1998 to 2002. During this time, they pursued a Bachelor of Science degree in Information Sciences.