Rockefeller Global Family Office, the wealth management arm of Rockefeller Capital Management, has bolstered its presence in New York City and Houston by welcoming two private advisor teams.
The latest additions, announced on Friday, are part of the firm’s continuing strategy to grow its capabilities in key US wealth hubs.
Heritage Wealth Partners, based in Houston, is led by private advisor and managing director Charles Vetters, along with private advisor and senior vice president Mark Dahl, and senior client associate Maria Navarro.
The team, which joins from Morgan Stanley Wealth Management, specializes in custom financial planning and investment strategies for executives, business owners, and families. They will report to Michael Armondo, central divisional director of Rockefeller Global Family Office.
In New York, Venetos Wealth Partners joins from JPMorgan Wealth Management. The group includes private advisor and managing director Jim Venetos, private advisor and senior vice president Peter Venetos, and senior client associate TJ Asefa.
With an expertise in tailored wealth strategies for high-net-worth individuals and families, the Venetos team will report to Michael Outlaw, head of enterprise strategic growth and New York metro divisional director.
“We are pleased to welcome these highly accomplished teams to the firm as we continue to expand our capabilities in New York and Houston, which are among some of the most significant centers of wealth in the United States,” Outlaw said in a statement announcing the new hires.
Chris Dupuy, president of Rockefeller Global Family Office, added, “These two groups exemplify the high caliber and deep expertise of private advisors we are continuing to attract to our firm. We look forward to partnering with our newest teammates to deliver the distinctive and holistic capabilities of our platform to clients in these important markets.”
Despite a lighter regulatory outlook and staffing disruptions at the SEC, one compliance expert says RIA firms shouldn't expect a "free pass."
FINRA has been focused on firms and their use of social media for several years.
RayJay's latest additions bolster its independent advisor channel's presence across Pennsylvania, Florida, and Washington.
The deal ending more than 30 years of ownership by the Swiss bank includes six investment strategies representing more than $11 billion in AUM.
Divorce, widowhood, and retirement are events when financial advisors may provide stability and guidance.
How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave
From direct lending to asset-based finance to commercial real estate debt.
