Rockefeller Global Family Office Strengthens West Coast Presence with Addition of Pollock Salah Wealth Partners in Bay Area
New York, March 22, 2024
Rockefeller Global Family Office (Rockefeller), the wealth management division of Rockefeller Capital Management, is pleased to announce the expansion of its Western Division with the addition of Pollock Salah Wealth Partners, co-located in Walnut Creek and San Francisco, CA. The San Francisco Bay Area, with its rich history as a hub for technology and innovation, has one of the highest concentrations of ultra wealthy individuals in the United States.
Led by Private Advisors Gary Pollock, Craig Pollock, and Anis Salah, the six-person group joins Rockefeller from J.P. Morgan Wealth Management. The team will report to Brian Riley, Western Divisional Director, and includes Financial Analyst Annette Smith, Senior Client Associate Maryann Jensen, and Registered Client Associate Ethan Huang. The group was named a Forbes’ Best-in-State Wealth Management Team in 2024.*
“We are pleased to welcome Gary, Craig, Anis, and their team to Rockefeller’s Western Division,” said Riley. “Their dedication to client service and tailoring strategies around the dynamic needs that unfold over every stage of wealth will enhance our ability to deliver the Rockefeller experience to investors, entrepreneurs, and families across the Bay Area and beyond.”
“Pollock Salah Wealth Partners exemplifies the high-quality and deep experience of the Private Advisors we are continuing to attract to Rockefeller,” said Christopher Dupuy, President of Rockefeller Global Family Office. “This team brings extensive wealth and investment planning knowledge, and we look forward to partnering with its members to deliver the Rockefeller platform of innovative solutions to a growing base of discerning clients.”
In 1986, Gary Pollock was cofounder and president of Bay Isle Financial where he managed the operations and investment process for individual clients. In 2004, he joined First Republic Investment Management and has decades of experience developing tax-efficient, customized portfolios for high-net-worth families. Previously, he worked for nearly 20 years in financial, management, and planning roles at Chevron Corp. Active in his community, Gary was a founding board member of the Presidio School of Management and has served on the boards of several local arts and education groups. He holds a Ph.D., master’s, and bachelor’s degrees in chemical engineering from McMaster University.
Craig Pollock brings over 25 years of diverse financial industry experience to Rockefeller. Prior to joining JP Morgan and First Republic, he began his career at Bay Isle Financial as an Equity Research Analyst and later helped launch a technology mutual fund. He has also previously managed departments of client service, operations, trading, and technology, including stops at Berger Mutual Funds and Janus Capital Group.
Anis Salah has nearly 20 years of experience in finance. During his tenure at JP Morgan and First Republic he held multiple roles across the wealth management spectrum including Associate Wealth Manager, Senior Client Service Associate, Senior Operations Specialist, and Operations Analyst. He was also previously employed as an Internal Auditor at World Savings Bank.
To learn more about Pollock Salah Wealth Partners, visit: https://www.rockco.com/pollock-salah-wealth-partners/.
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 30 markets throughout the United States, as well as an office in London. As of December 31, 2023, the Firm was responsible for $122 billion in client assets across its three businesses, Rockefeller Global Family Office, Rockefeller Asset Management, and Rockefeller Strategic Advisory.
*The Forbes Top Wealth Management Team ranking, developed by SHOOK Research, is based on an algorithm of qualitative criterion—gained through telephone, virtual, and in-person due diligence interviews—and quantitative data. Those advisors that are considered have a minimum of four years’ experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Neither Forbes nor SHOOK receive a fee in exchange for rankings.
Client assets refers to assets under management, brokerage assets, and assets under administration.
Investing involves risk, including risk of loss. Past performance is no guarantee of future results.
This material should not be construed, as accounting, tax or legal advice. Neither Rockefeller Capital Management nor your Advisor provide legal advice. Please consult your legal advisor before making any financial decisions, potential strategy, investment financial plan, estate plan or with respect to their interest in any employee benefit or retirement plan. Rockefeller Capital Management does not provide accounting or tax advice to its clients, unless explicitly agreed upon through a Professional Services or Family Office Services Agreement between the client and Rockefeller Capital Management.
This material was prepared by Rockefeller Global Family Office, a division of Rockefeller Capital Management, solely for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy interests in any Rockefeller Capital Management investment vehicle, product or service. This presentation may not be copied, reproduced or distributed without Rockefeller’s prior written consent and is not valid without a consultation with a representative of Rockefeller.
Rockefeller Capital Management is the marketing name of Rockefeller Capital Management L.P. and its affiliates. Investment advisory, asset management and fiduciary activities are performed by the following affiliates of Rockefeller Capital Management: Rockefeller & Co. LLC, Rockefeller Trust Company, N.A., The Rockefeller Trust Company (Delaware) and Rockefeller Financial LLC, as the case may be. Rockefeller Financial LLC is a broker-dealer and investment adviser dually registered with the U.S. Securities and Exchange Commission (SEC); Member Financial Industry Regulatory Authority (FINRA), Securities Investor Protection Corporation (SIPC). These registrations and memberships in no way imply that the SEC has endorsed the entities, products or services discussed herein. Additional information is available upon request. RCMID-1428079438-5185