The US organization continues to add team members.

The global family office arm of US-headquartered Rockefeller Capital Management has added two private advisor teams in the DC metro area and Los Angeles.

The firm has welcomed Shaffer Wealth Partners (DC metro area), and Willis Wealth Partners (LA).

Shaffer Wealth Partners is led by managing director and private advisor Sheila Shaffer. The four-person team, which has joined from Janney Montgomery Scott, includes senior vice president and private advisor Eric Walker; VP and wealth manager Daniel Spainhour; and associate VP and client associate Allyson Albert.

Sheila Shaffer, who has more than 35 years of financial service experience, began her career at Merrill Lynch in 1983 and worked in corporate, management, and financial advisory roles at other firms, among them Legg Mason, Smith Barney (Morgan Stanley), and JMS. 

Eric Walker has worked with Shaffer since 2015, providing comprehensive financial advice to discerning clients. Prior to joining the practice, he worked at Morgan Stanley and Pulte Mortgage. The team will report to Kristen Sario, Southeast divisional director.

Willis Wealth Partners – led by MD and private advisor Matt Willis – includes SVP and private advisor Frank Willis; VPs and private advisors Neil Martin and Patrick Digenan; and senior client associate Claudia Ramirez. The five-person group joined from Wells Fargo and will report to Brian Riley, Western divisional director.

Prior to Rockefeller, Matt Willis spent nearly a decade at Wells Fargo serving ultra-high net worth and high net worth clients, families, and business owners. Willis began his career in financial services at JP Morgan Chase as a banker in lending and asset management before transitioning in 2014 to Merrill Lynch where he developed a planning-based practice with high net worth families. In 2018, he moved to Wells Fargo.