Rockefeller Global Family Office is deepening its footprint in Ohio as a multigenerational and multibillion-dollar team from Merrill comes over to staff its newest office.
Jones Wealth Partners, which is opening the new office in Columbus, extends Rockefeller Capital Management's wealth management arm into a new corner of the state.
Reportedly overseeing roughly $2.1 billion in assets under management, the team previously affiliated with Merrill advises high-net-worth and ultra-high-net-worth individuals and multigenerational families.
The practice is led by private advisor and managing director Sidney Jones, who brings more than 40 years of experience advising clients on complex financial matters. Since 2010, he has made repeat appearances on top financial advisor and best-in-state wealth advisor lists by Barron's and Forbes.
He is joined by private advisors and senior vice presidents Natalie Lariccia, Quinn Jones and Liam Jones – Sidney Jones' sons – along with private advisors and vice presidents Dominic Corso and Stefanos Newman.
The broader support team includes:
"Our clients are looking for one, trusted partner to help them navigate increasing complexity and establish a lasting legacy," said Michael Outlaw, president of Rockefeller Global Family Office. "With decades of experience meeting the dynamic needs of multigenerational families, executives and business owners, Jones Wealth Partners is an exceptional fit to help us expand into additional key wealth markets in Ohio."
The team will maintain a presence in both Columbus and Canfield, Ohio, serving clients across the state and beyond. They will report to Brett Thelander, northern regional president of Rockefeller Global Family Office, who hghlighted the "thriving business community" in Columbus.
"Ohio continues to be a growth opportunity for our firm, and we look forward to partnering with this highly-regarded team to bring Rockefeller's sophisticated solutions and holistic advice to their clients," Thelander said.
With the addition, Rockefeller now maintains four office locations in Ohio, alongside existing operations in Cincinnati and Cleveland.
The Columbus addition follows a similar move in Florida earlier this year. In May, Rockefeller announced its expansion into Naples, welcoming Coplin Wealth Partners from Morgan Stanley.
Rockefeller has also been investing in technology alongside its geographic growth. In June, the firm disclosed plans to build an AI-enabled wealth management platform using Anthropic's Claude, a project aimed at giving advisors faster access to research and client insights.
"This collaboration with Anthropic allows us to embed advanced AI into our workflows in a way that enhances our advisors' insight and supports how they operate in serving clients, while preserving the human relationships that define our firm," Gregory Fleming, president and chief executive officer of Rockefeller Capital Management said at the time.
The products in question were a mix of sophisticated, complex and potentially volatile offerings.
Winstone Wealth Partners joins Concurrent from Raymond James, pushing the RIA platform's assets past $23 billion this year.
Senior Democrats including Senator Bernie Sanders urge a DOJ and FBI investigation into thousands of allegedly fake comments backing DOL's private-assets 401(k) rule.
Total US retirement holdings jumped 7.9% in the second quarter, with 401(k) balances and IRA contributions both climbing despite lingering economic unease
Megadeals are surging in 2026, but small and mid-market transaction volume remains well below historical norms.
As AI makes financial information more accessible than ever, Lana Hock explains why human judgment, trust, and empathy remain the qualities clients value most in a financial advisor
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
