Rockefeller Global Family Office Expands Presence in New York City and Houston
New York, January 17, 2025
Rockefeller Global Family Office, the wealth management division of Rockefeller Capital Management (“Rockefeller”), today announced the addition of two private advisor teams – Heritage Wealth Partners of Houston, TX, and Venetos Wealth Partners of New York, NY.
Heritage Wealth Partners includes Private Advisor and Managing Director Charles Vetters, Private Advisor and Senior Vice President Mark Dahl, and Senior Client Associate and Associate Vice President Maria Navarro. The group joins the firm from Morgan Stanley Wealth Management and brings deep expertise in providing custom financial planning and investment strategies for executives, business owners, and families. They will report to Michael Armondo, Central Divisional Director of Rockefeller Global Family Office.
Venetos Wealth Partners includes Private Advisor and Managing Director Jim Venetos, Private Advisor and Senior Vice President Peter Venetos, and Senior Client Associate and Associate Vice President Tegest “TJ” Asefa-Brown. The team brings deep experience delivering sophisticated strategies and customized wealth management services for high-net-worth individuals and their families. Venetos Wealth Partners joins from JP Morgan Wealth Management and will report to Michael Outlaw, Head of Enterprise Strategic Growth and New York Metro Divisional Director of Rockefeller Global Family Office.
“We are pleased to welcome these highly accomplished teams to the firm as we continue to expand our capabilities in New York and Houston, which are among some of the most significant centers of wealth in the United States,” said Outlaw.
“These two groups exemplify the high caliber and deep expertise of Private Advisors we are continuing to attract to our firm,” said Chris Dupuy, President of Rockefeller Global Family Office. “We look forward to partnering with our newest teammates to deliver the distinctive and holistic capabilities of our platform to clients in these important markets.”
To learn more about Heritage Wealth Partners, click here; to learn more about Venetos Wealth Partners, click here.
About Rockefeller Capital Management
Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 31 markets throughout the United States, as well as an office in London. As of December 31, 2024, the Firm was responsible for $151 billion in client assets across its three businesses, Rockefeller Global Family Office, Rockefeller Asset Management, and Rockefeller Global Investment Banking.
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