Pierattini Golden Wealth Partners of San Francisco, CA Joins Rockefeller Global Family Office
New York, May 5, 2023
Rockefeller Global Family Office (“Rockefeller”) the wealth management division of Rockefeller Capital Management, today welcomed the San Francisco-based Pierattini Golden Wealth Partners to its Pacific Northwest Division.
The team is led by Managing Directors and Private Advisors Margaret Pierattini and Anne Golden and includes Vice President and Client Relationship Analyst Daniel Langdon and Senior Client Associate Kyle Laughlin. The four-person group joins from First Republic and will report to Brian Riley, Pacific Northwest Division Director at Rockefeller Global Family Office.
Margaret Pierattini has nearly 20 years’ experience in providing wealth management, investment, and financial planning advice and services to high-net-worth individuals and families. Prior to First Republic where she joined Anne Golden in 2016, she was a Senior Client Service Associate and Relationship Manager at Lateef Investment Management. Margaret began her career at Seneca Capital Management in 2003 after earning a Bachelor of Science in business administration from the University of San Francisco in 2003. She completed her Certificate in Financial Planning from U.C. Berkeley Extension in 2018.
Anne Golden brings more than 35 years of investment experience to the firm and has been recognized in Forbes’ lists of Top Women Wealth Advisors from 2019 to 2021 and Best-In-State Wealth Advisors in 2020 and 2021. Before joining First Republic, she was a Managing Director, Principal and Senior Portfolio Manager with Montgomery Asset Management. Previously, she worked in similar roles at Bailard Biehl and Kaiser Inc. and at Cole Financial Group and was a municipal bond analyst and trader at L.F. Rothschild & Co. Anne holds a Bachelor of Arts from the University of Colorado.
“We are delighted to welcome Pierattini Golden Wealth Partners to Rockefeller Global Family Office,” said Christopher Dupuy, Co-President of Rockefeller Global Family Office. “The team’s extensive experience and expertise in meeting the complex client needs of family and wealth make it an ideal fit for our company and the Rockefeller
culture.”
“We are pleased that elite advisors like Margaret Pierattini, Anne Golden and their associates, continue to choose Rockefeller as the ideal place at which to serve clients and expand their business,” said Michael Outlaw, National Field Director of Rockefeller Global Family Office. “We’re looking forward to partnering with this outstanding team as they join our growing presence in the Bay Area.”
To learn more about Pierattini Golden Wealth Partners, visit: https://rcm.rockco.com/pierattini-golden-wealth-partners/
About Rockefeller Capital Management
Rockefeller Capital Management was established in 2018 as a leading independent, privately-owned financial services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra-high-net-worth and high-net-worth individuals and families, institutions and corporations from 44 locations across the United States. Early in 2022, the Firm opened an office in London. As of March 31, 2023, the Firm was responsible for over $100 billion in client assets across its three business segments, Rockefeller Global Family Office, Rockefeller Asset Management, and Rockefeller Strategic Advisory.
The Top Women Wealth Advisor rankings discussed above were designated on 2019-2021 and last for a period of one year until new rankings are released. The Best-In-State Wealth Advisors rankings discussed above were designated on 2020-2021 and last for a period of one year until new rankings are released. Each advisor—selected by SHOOK Research—is chosen based on an algorithm of qualitative and quantitative criteria, including: in-person interviews; industry experience; compliance records; revenue produced; and assets under management. No compensation has been provided in connection with obtaining or using this award.