People Moves

Rockefeller Global Family Offices Adds New Jersey-Based Team

Tom Burroughes Group Editor April 17, 2025

Rockefeller Global Family Offices Adds New Jersey-Based Team

The family offices arm of Rockefeller Capital Management continues to expand its reach across the US.

Rockefeller Global Family Office, the wealth management division of Rockefeller Capital Management, has brought in another team, joining from UBS.

In the latest case, Chase Newman Riordan Wealth Partners is joining RGFO, which is the first private advisor team to be headquartered in Florham Park, New Jersey. 

The team, which is led by private advisors and managing directors Ray Chase and Angie Newman, includes private advisor and senior vice president Dan Riordan. 

The team also includes wealth manager and vice president Eric Schenk, client experience manager and associate vice president Julianne Rose, client relationship associate Jack Worth, financial planning and investment associate Julia Chase, and client relationship analyst and vice president Nikita Chhabria. 

The group will report to Michael Outlaw, head of enterprise strategic growth and New York Metro divisional director of Rockefeller Global Family Office. 

Rockefeller’s family office business has brought in a number of teams across the US. In February, for example, it added Meyer DeMartini Wealth Partners, based in San Francisco. The group used to work at Merrill Lynch Private Wealth Management. In January, Rockefeller Global Family Office added two private advisor teams – Heritage Wealth Partners of Houston, Texas, and Venetos Wealth Partners of New York. In July, the group added Titus Wealth Partners, adding to its presence in Boston, Massachusetts. 

As of January 31, the firm was responsisble 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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