Rockefeller Global Family Office Welcomes Three Private Advisor Teams, Increasing Presence in New York, Winter Park, and San Francisco
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Friday, June 16, 2023
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Rockefeller Global Family Office (“Rockefeller”), the wealth management division of Rockefeller Capital Management, today announced the addition of three Private Advisor teams – Hayes Wealth Partners, of New York, NY; Lien DeGrace Wealth Partners, of Winter Park, FL; and NPKD Wealth Partners, of San Francisco, CA.
Key Points:
- Rockefeller Global Family Office (“Rockefeller”), the wealth management division of Rockefeller Capital Management, today announced the addition of three Private Advisor teams – Hayes Wealth Partners, of New York, NY; Lien DeGrace Wealth Partners, of Winter Park, FL; and NPKD Wealth Partners, of San Francisco, CA.
- Hayes was recognized by Forbes as a 2023 Best-In-State Wealth Advisor and 2023 Best-In-State Top Women Wealth Advisor.
- Hayes Wealth Partners also includes Jonathan Mazzeo, Associate Vice President and Senior Client Associate, and will report to Michael Outlaw, National Field Director of Rockefeller Global Family Office.
- The team joins from First Republic and will report to Brian Riley, Pacific Northwest Divisional Director of Rockefeller Global Family Office.