Rockefeller Global Family Office, the wealth management division of Rockefeller Capital Management, has expanded its reach in Houston and New York City by adding two private advisory teams.
In Houston, Heritage Wealth Partners, led by Managing Director Charles Vetters, Senior Vice President Mark Dahl, and Senior Client Associate Maria Navarro, joins from Morgan Stanley Wealth Management. The team specializes in tailored financial planning and investment strategies for executives, business owners, and families. They will report to Michael Armondo, Central Divisional Director at Rockefeller Global Family Office.
Meanwhile, Venetos Wealth Partners, based in New York, comes from JPMorgan Wealth Management. This team includes Managing Director Jim Venetos, Senior Vice President Peter Venetos, and Senior Client Associate TJ Asefa, who focus on custom wealth solutions for high-net-worth individuals and families. They will report to Michael Outlaw, Head of Enterprise Strategic Growth and New York Metro Divisional Director.
Michael Outlaw highlighted the significance of strengthening the firm’s capabilities in Houston and New York, key wealth centers in the U.S. Chris Dupuy, President of Rockefeller Global Family Office, praised the new teams for their expertise and emphasized the firm’s commitment to delivering comprehensive services in these markets.
