Rockefeller Global Family Office has expanded its presence in Massachusetts with the addition of another advisor team from JPMorgan.
The family office division of Rockefeller Capital Management announced it has welcomed Titus Wealth Partners, a Boston-based group led Jeffrey “Jeff” Titus, managing director and private advisor.
He is joined by Daniel O’Neill, vice president and team chief investment officer, and Haley Pink, vice president and team chief wealth strategist. The group has been consistently recognized by Forbes, appearing on its Best-In-State Wealth Advisor list for 2022, 2023, and 2024.
Titus Wealth Partners transitions from JPMorgan Wealth Management, where they reportedly managed $574 million in assets, and will now operate under the leadership of Brett Thelander, northern divisional director at Rockefeller Global Family Office.
Titus, who leads the team as managing director and private advisor, brings over 30 years of experience in advising ultra-high-net-worth clients, according to Rockefeller.
His two-decade record of registration on BrokerCheck shows he began as a broker at Sanford C. Bernstein & Co. before going on to other advisory roles at Alliance Bernstein, Credit Suisse, and First Republic, where he worked for seven years.
First Republic was acquired by JPMorgan in the wake of last year’s regional banking crisis, which saw the San Francisco, California-based lender collapse into the second-biggest bank failure in US history.
In March this year, Rockefeller Global Family Office welcomed Pollock Salah Wealth Partners, another former First Republic team from JPMorgan that reportedly managed nearly $1 billion in San Francisco.
Rockefeller Capital Management, which provides services across 30 US markets and one in London, manages $133 billion in client assets through its three primary business segments: Rockefeller Global Family Office, Rockefeller Asset Management, and Rockefeller Strategic Advisory.
The move comes as part of Rockefeller's strategy to bolster its wealth management capabilities and broaden its client base.
It posted a robust record of recruitment in 2023, ending the year with $122 billion in assets managed for clients across its businesses. That includes picking up 13 advisors from First Republic, according to InvestmentNews data.
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