None
NL
Rockefeller Recruits $2B Merrill Team in Ohio
['Diana Britton', 'Executive Editor', 'Wealth Management']
wealthmanagement
Rockefeller Capital Management has recruited a 14-person team in Ohio to Rockefeller Global Family Office, the firm’s wealth management division.
Jones Wealth Partners joins Rockefeller after more than four decades with Merrill Lynch, where they managed about $2 billion in assets under management, according to Forbes.
His sons, Quinn and Liam Jones, are also joining Rockefeller as private advisors and senior vice presidents.
Rockefeller Capital Management began as the family office of John D. Rockefeller in 1882 and was restructured as an independent advisory firm in 2018.
The company has since grown to include three distinct businesses—Rockefeller Global Family Office, Rockefeller Asset Management and Rockefeller Strategic Advisory.