Financial advisory firm Rockefeller Capital Management has expanded into Arizona by launching a new office in Scottsdale.
The Legacy Family Wealth team, headed by Kenneth Milano as the managing director, is the first team to join the office.
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Milano stated: “Joining Rockefeller enables us to better support the individuals and families we serve with complex and sophisticated wealth management and family office needs.
“With the uncertainty brought by the pandemic, we’re excited to offer our clients the Firm’s platform of customised products and services created specifically with them in mind, and extend the Firm’s family office services, asset management, and strategic advisory as appropriate.”
The team at the Scottsdale location also comprises Richie Schmock, Kent Weaver, Alexander Barrett, Laura Rider and Abbey Mathew.
Rockefeller Capital Management president of Private Wealth Management Chris Randazzo said: “We’re very proud that we have continued to attract top industry talent despite the challenging environment, and we are excited to have the opportunity to deliver the unique Rockefeller experience to clients in the Scottsdale area.”
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By GlobalDataRockefeller Capital Management provides global family office, asset management as well as strategic advisory services.
The firm serves UHNWIs and families, institutions, and corporations.
The inclusion of the new team takes the total number of teams within Rockefeller’s Private Wealth practice to 35 with 71 advisers across its units in the Northeast, Southeast, South-Central, Northwest and Southwest regions.
Developments at Rockefeller Capital Management
Last year, the firm announced the acquisition of $2.3bn California-based multi-family office Financial Clarity.
In 2019, the firm also set up its offices in San Francisco and Los Angeles.
In 2018, Rockefeller Capital Management agreed to buy Greer Anderson Capital, a Connecticut-based private investment manager serving UHWIs.
