Rockefeller Global Family Office Welcomes San Francisco-Based Meyer DeMartini Wealth Partners
New York, February 21, 2025
Rockefeller Global Family Office, the wealth management division of Rockefeller Capital Management (“Rockefeller”), today announced the addition of Meyer DeMartini Wealth Partners, based in San Francisco, CA. With one of the largest populations of wealthy individuals in the country, the San Francisco Bay Area remains a key market as the firm continues to expand its presence across the western United States.
The team is led by Managing Director and Private Advisor Lorna Meyer, who brings decades of experience providing advisory services and holistic solutions to high- and ultra-high-net-worth clients. Widely recognized across the industry, Meyer was ranked #10 in Forbes’ 2025 “Top Women Wealth Advisors Best-in-State” list for California and was named in Forbes’ “Best-in-State Wealth Advisors” list in 2024. *
The group also includes Senior Vice Presidents and Private Advisors James DeMartini, Andrew Meyer and William Meyer, and Vice Presidents and Senior Client Relationship Managers Becky Chen and Keri Chan. They join Rockefeller from Merrill Lynch Private Wealth Management and will report to Brian Riley, Western Divisional Director of Rockefeller Global Family Office.
“San Francisco continues to be hub of innovation across industries, including technology, biotech and life sciences, and international business,” said Riley. “Lorna and her team bring deep relationships within the San Francisco market and beyond, and a steadfast commitment to providing both exceptional service and guidance to the individuals, families, and institutions they serve.”
“We are pleased to welcome Meyer DeMartini Wealth Partners to Rockefeller,” said Chris Dupuy, President of Rockefeller Global Family Office. “We look forward to partnering with Lorna and her team to deliver our firm’s distinct platform of capabilities to investors, entrepreneurs, and families throughout the Bay Area and beyond.”
To learn more about Meyer DeMartini Wealth Partners, visit https://www.rockco.com/meyer-demartini-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 31 markets throughout the United States, as well as an office in London. As of January 31, 2025, the Firm was responsible for $154 billion in client assets across its three businesses, Rockefeller Global Family Office, Rockefeller Asset Management, and Rockefeller Global Investment Banking.
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*The Forbes Top Women Wealth Advisors Best in State and Best in State Wealth Advisor rankings discussed above were designated on 2024 and 2025, 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.