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.”
Elsewhere, Wells Fargo Advisors adds a $400 million Morgan Stanley veteran in Naples as an ex-Cetera advisor goes independent with LPL
According to a federal charges Bradley Heppner, 60, received more than $150 million in payments through funneling money from GWG Holdings to a shell company.
A $1B fund allegedly skimmed 30% off the top, then swapped cash for locked-up stock.
Insiders allegedly rewrote projections three times in four days.
TCI Wealth Advisors also has also tapped JIFFYAI to unify onboarding and servicing, while TradePMR adds ICE market data to its Fusion advisor platform
Knighthead Life entered the market with a competitive MYGA. A strong launch earned advisor confidence and paved the way for FIAs.
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
