Rockefeller's wealth management arm continues to add teams across the country.

Rockefeller Global Family Office, the wealth management division of Rockefeller Capital Management, has added two private advisor teams – Heritage Wealth Partners of Houston, Texas, and Venetos Wealth Partners of New York.   

Heritage Wealth Partners includes private advisor and managing director Charles Vetters, private advisor and senior vice president Mark Dahl, and senior client associate and associate vice president Maria Navarro. They will report to Michael Armondo, Central Divisional director of Rockefeller Global Family Office.  

In the case of Venetos Wealth Partners, it includes private advisor and MD Jim Venetos, private advisor and senior vice president Peter Venetos, and senior client associate and associate vice president Tegest “TJ” Asefa-Brown. The team, which was previously with JP Morgan Wealth Management, will report to Michael Outlaw, head of enterprise strategic growth and New York metro divisional director of Rockefeller Global Family Office. 

Rockefeller Capital Management, which was established in 2018, dates back to the family office founded in 1882 of oil industry tycoon John D Rockefeller. As of December 31, 2024, RCM was responsible for $151 billion in client assets across its three businesses, Rockefeller Global Family Office, Rockefeller Asset Management, and Rockefeller Global Investment Banking.

In July 2024, Rockefeller Global Family Office added Titus Wealth Partners, part of the group’s presence in Boston, Massachusetts. In May of that year, 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 2024 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.