Rockefeller Nabs $630M Wealth Team From UBS

This post was originally published on this site

“This is an important and exciting time for Rockefeller,” Chris Randazzo, president of Private Wealth Management at Rockefeller, said in the announcement. “We are pleased with the progress of the thoughtful approach we are taking to expanding our business while continuing to prioritize the delivery of highly personalized and customized solutions for our clients.”

Rockefeller now has integrated and holistic financial services in 18 cities across five divisions in the U.S. and manages about $70 billion in client assets. In 2021, it has added offices in Cincinnati, San Antonio, Newport Beach and Denver.

“We remain committed to growing selectively and strategically, ensuring that the bespoke service approach on which our company is based remains our greatest strength and our highest priority,” according to Christopher Dupuy, national field director for Rockefeller’s private wealth business.

Rockefeller is led by Gregory Fleming, its CEO and president, who previously was president of Morgan Stanley Wealth Management and Morgan Stanley Investment Management.

(Pictured: Rockefeller Capital Management CEO Greg Fleming)

Related Posts