People Moves

Rockefeller Adds To Boston Presence

Editorial Staff July 8, 2024

Rockefeller Adds To Boston Presence

The group, part of the US wealth management organization, has added a number of businesses around the US in recent months.

Rockefeller Global Family Office, the wealth management arm of Rockefeller Capital Management, has added Titus Wealth Partners, part of the group’s presence in Boston, Massachusetts.

Titus is led by wealth management veteran Jeffrey Titus, managing director and private advisor, who has more than 30 years of experience providing sophisticated advice to ultra-high net worth clients. 

The team also includes vice president and team chief investment officer Daniel O’Neill, and VP and team chief wealth strategist Haley Pink. 

Before joining RGFO, the team had worked at JP Morgan Wealth Management. The team reports to Brett Thelander, Northern divisional director.

In May, RGFO added a Morgan Stanley team – known as Landau Wealth Partners – in Charlotte, North Carolina.

Rockefeller has brought a number of teams into its US network. For example, in early February it added Lewis Wealth Partners – the firm’s first private advisor team based in Richmond, Virginia. In another move (January 2024), it brought in Axiom Wealth Partners, a business with 26 people based in Grand Rapids, Michigan.

In April, Rockefeller Asset Management, part of RCM, appointed three high yield and investment grade municipal bond professionals: Scott Cottier, managing director and portfolio manager; and Mark DeMitry and Michael Camarella – both senior vice president and portfolio managers.

Rockefeller Capital Management, which was established in 2018, operates in 30 markets throughout the US, as well as an office in London. As of March 31, 2024, the firm was responsible for $133 billion in client assets.

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