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.”
"This shouldn’t be hard to ban, but neither party will do it. So offensive to the people they serve," RIA titan Peter Mallouk said in a post that referenced Nancy Pelosi's reported stock gains.
Elsewhere, Sanctuary Wealth recently attracted a $225 million team from Edward Jones in Colorado.
The giant hybrid RIA is elevating its appeal to advisors with a curated suite of alternative investment models, offering exposure to private equity, private credit, and real estate.
The $40 billion RIA firm's latest West Coast deal brings a veteran with over 25 years of experience to its legacy division for succession-focused advisors.
Invictus fund managers allegedly kept $10 million in plan assets after removal, setting off a legal fight that raises red flags for wealth firms.
Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.
