Rockefeller Global Family Office Adds Liberty Wealth Partners in New York Metro Region
New York, April 17, 2023
Rockefeller Global Family Office (“RGFO” or “Rockefeller”), the wealth management division of Rockefeller Capital Management, today announced the addition of Liberty Wealth Partners to its New York Metro Division.
The team includes Managing Directors and Private Advisors Larry Rothenberg, Shaun Van Vliet, David Farber, Schuyler Perry, and Senior Vice President and Private Advisor Timothy Deygoo. Liberty Wealth Partners was recognized by Forbes as a “Best-In-State Wealth Management Team” for 2023 and, for 2022, one of “America’s Top Wealth Management Teams: High Net Worth.” The 17-person group joins from First Republic Wealth Management and will report to Michael Outlaw, National Field Director of RGFO.
“Liberty Wealth Partners joins our existing group of eight talented Private Advisor teams based in the New York Metro region,” said Michael Outlaw. “The team’s extensive experience as trusted advisors helping investors, business owners, and families navigate the complexities of wealth further strengthens our ability to serve a growing base of discerning clients.”
“Larry, Shaun, David, Schuyler and Timothy are highly regarded in the wealth management industry, and we are delighted to welcome them to Rockefeller,” said Christopher Dupuy, Co-President of RGFO. “We are committed to delivering best-in class financial advice and services to our clients, and Liberty Wealth Partners is a perfect fit with Rockefeller’s vision and culture.”
In addition to the five Private Advisors, Liberty Wealth Partners also includes: Senior Vice President and Team Chief Operating Officer Esma Bajraktarevic; Vice President and Team Chief Investment Officer Joseph Kissinger; Vice Presidents and Client Relationship Managers Kevin Finley, Alex Amoruso Kennedy, and Katarzyna Anemodouras; Associate Vice Presidents and Financial Analysts Gavin Abrams and Harrison Dale; Associate Vice President and Wealth Manager Samuel Hodgson Jr.; Senior Client Associate Hobby Lynch; Client Associates Neev Mittal and Greg Goldstein; and Administrative Associate Luke Modugno.
To learn more about Liberty Wealth Partners, including the team and service offering, visit: https://rcm.rockco.com/liberty-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 Forbes rankings discussed above were designated in 2022 and 2023 and last for a period of one year until new rankings are released. Each advisor team—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.