NEW YORK–(BUSINESS WIRE)–Jun 16, 2023–
Rockefeller World Household Workplace (“Rockefeller”), the wealth administration division of Rockefeller Capital Administration, in the present day introduced the addition of three Non-public Advisor groups – Hayes Wealth Companions, of New York, NY; Lien DeGrace Wealth Companions, of Winter Park, FL; and NPKD Wealth Companions, of San Francisco, CA.
Hayes Wealth Companions is led by Managing Director and Non-public Advisor Mary W. Hayes, who brings almost 25 years of expertise to the agency. Hayes was acknowledged by Forbes as a 2023 Greatest-In-State Wealth Advisor and 2023 Greatest-In-State Prime Ladies Wealth Advisor. Previous to becoming a member of Rockefeller, she was a Managing Director and Portfolio Supervisor at First Republic Funding Administration. Beforehand, Hayes spent 11 years at US Belief as a Senior Vice President and Senior Portfolio Supervisor. Hayes Wealth Companions additionally contains Jonathan Mazzeo, Affiliate Vice President and Senior Consumer Affiliate, and can report back to Michael Outlaw, Nationwide Subject Director of Rockefeller World Household Workplace.
Lien DeGrace Wealth Companions is led by Managing Director and Non-public Advisors Sabina H. Lien and Christopher DeGrace and contains Wealth Supervisor Duncan Wheeler, Senior Consumer Affiliate Allison Booher, and Group Director of Operations Ekaterina Slepkova. Lien brings 25 years’ expertise to the agency, together with earlier work as a monetary advisor at Truist and Solar Belief. DeGrace additionally brings greater than 20 years of expertise advising high-net-worth people at numerous companies, together with Bear Stearns, Smith Barney, and Baird. The five-person group joins from Truist Funding Companies and can report back to Kristen Sario, Southeast Divisional Director of Rockefeller World Household Workplace.
NPKD Wealth Companions is led by Managing Administrators and Non-public Advisors Kristin Nicholson, Elizabeth Palomeque, Lisa Kitchin, and Senior Vice President and Non-public Advisor Leah D’Agostino and contains Registered Consumer Affiliate Sierra Macken and Consumer Associates Eshani Patel and Joyce Wu. The seven-person crew was acknowledged by Forbes as one among America’s Prime Wealth Administration Groups Excessive Internet Price in 2022 and as a Greatest-in-State Wealth Administration Group in 2023. The crew joins from First Republic and can report back to Brian Riley, Pacific Northwest Divisional Director of Rockefeller World Household Workplace. Previous to becoming a member of Rockefeller, Nicholson labored as a Portfolio Supervisor at Bay Isle Monetary, which was acquired by First Republic in 2004. She additionally spent 5 years with a Marin-based funding agency as an fairness analyst. Palomeque labored as a Portfolio Supervisor at Bay Isle for 12 years and is a Licensed Grief Restoration Specialist. Kitchin served as a Wealth Supervisor at First Republic Funding Administration the place she had a contributing function in Expertise and Actual Property sector analysis and was additionally a pacesetter within the agency’s Sustainable and Accountable Funding platform. D’Agostino beforehand spent almost 20 years at Lincoln Monetary, WHV Funding Administration, and First Republic in quite a lot of monetary advisory and operations roles.
“We’re excited to welcome these achieved professionals and their excellent groups to Rockefeller,” mentioned Outlaw. “We’re wanting ahead to having them as colleagues and as companions in delivering the unparalleled capabilities of Rockefeller Capital Administration to their purchasers.”
“We proceed to construct our firm and increase our presence in key markets with elite non-public advisor groups like Hayes Wealth Companions, Lien DeGrace Wealth Companions, and NPKD Wealth Companions,” mentioned Christopher Dupuy, Co-President of Rockefeller World Household Workplace. “We’re delighted they’ve chosen Rockefeller as one of the best place to serve their purchasers and develop their practices.”
To study extra about Hayes Wealth Companions, click on right here; about Lien DeGrace Wealth Companions, click on right here; and about NPKD Wealth Companions, click on right here.
About Rockefeller Capital Administration
Rockefeller Capital Administration was established in 2018 as a number one impartial monetary advisory providers agency. Initially based in 1882 because the household workplace of John D. Rockefeller, the Agency has advanced to supply strategic recommendation to ultra- and high-net-worth people and households, establishments, and firms from 40 areas throughout the USA and one in London. As of March 31, 2023, the Agency was accountable for over $100 billion in shopper belongings throughout its three companies, Rockefeller World Household Workplace, Rockefeller Asset Administration, and Rockefeller Strategic Advisory.
The Forbes rankings mentioned above have been designated in 2022 and 2023 and stay in impact for a interval of 1 12 months till new rankings are launched. Every advisor – chosen by SHOOK Analysis – is chosen based mostly on an algorithm of qualitative and quantitative standards, together with in-person interviews; trade expertise; compliance data; income produced; and belongings underneath administration. No compensation has been supplied in reference to acquiring or utilizing this award.
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SOURCE: Rockefeller Capital Administration
Copyright Enterprise Wire 2023.
PUB: 06/16/2023 01:26 PM/DISC: 06/16/2023 01:24 PM
Copyright Enterprise Wire 2023.