Rockefeller is broadening its presence in the West Coast as it takes on a six-person advisory practice that manages nearly $1 billion in assets from J.P. Morgan.
Rockefeller Global Family Office, the wealth division of Rockefeller Capital Management, has announced that it is welcoming Pollock Salah Wealth Partners into its western division.
This expansion, effective in the Bay Area with offices in Walnut Creek and San Francisco, California, marks a significant step in Rockefeller's strategy to solidify its footprint in hot spots for high-net-worth individuals, particularly in the tech and innovation sectors.
The six-person team – led by private advisors Gary Pollock, his son Craig Pollock, and Anis Salah – is transitioning over from J.P. Morgan Wealth Management, where they managed $966 million in AUM, according to Forbes' list of 2024 Best-in-State Wealth Management Teams.
They’ll be reporting to Brian Riley, western divisional director at Rockefeller.
“Their dedication to client service and tailoring strategies around the dynamic needs that unfold over every stage of wealth will enhance our ability to deliver the Rockefeller experience to investors, entrepreneurs, and families across the Bay Area and beyond,” Riley said in a statement.
“Pollock Salah Wealth Partners exemplifies the high-quality and deep experience of the Private Advisors we are continuing to attract to Rockefeller,” said Christopher Dupuy, president of Rockefeller Global Family Office, who cited the group’s "extensive wealth and investment planning knowledge.”
Gary Pollock's professional background includes founding Bay Isle Financial in 1986 and holding leadership roles at First Republic Investment Management, with extensive experience in creating tax-efficient portfolios for high-net-worth families. He’s been registered as an investment advisor since 2002, according to his AdviserInfo profile.
Craig Pollock’s career spans more than 25 years across various financial industry sectors, including a role in launching a technology mutual fund and stints at Berger Mutual Funds and Janus Capital. Meanwhile, Anis Salah brings nearly two decades of experience in finance, with roles ranging from wealth management to operations and auditing.
Earlier this month, Rockefeller announced industry veteran Christopher Kirk as the new managing director and head of investment and client solutions at Rockefeller Capital Management.
That appointment was part of a strategic decision to reorganize and unify its investment solutions and strategic client solutions groups. In February, it added a hefty $1.3 billion book of business from Morgan Stanley as it signed Variant Path Group from Charlotte, North Carolina.
New research reveals rising expenses, forced early exits, and a widening gap between how long people live and how long their money lasts.
Firms continue their quest to attract and retain the best advisor teams.
A survey from TacticalMind AI found 69% of advisors say a high-quality AI platform that makes investment recommendations and constructs portfolios is worth $500 monthly, while research-only tools are valued closer to $250.
The alts tech provider's latest integration lets advisors query fund data and surface portfolio insights without leaving their primary workspace.
The regulator is scrutinizing how some firms oversee concentrated positions in complex "worst-of" notes – and wants answers.
As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
Growth may get the headlines, but in my experience, longevity is earned through structure, culture, and discipline
