The team joining Rockefeller have come from Merrill Lynch.

Rockefeller Global Family Office, the wealth management division of Rockefeller Capital Management, a unit established in 2018, has added a team in Ohio: Jones Wealth Partners. 

The firm is opening an office in Columbus, it said in a statement last Friday. The group maintains a presence in Columbus and Canfield, Ohio. They are joining Rockefeller from Merrill Lynch and will report to Brett Thelander, Northern regional president of Rockefeller Global Family Office.

Jones Wealth Partners advises high net worth and ultra-high net worth individuals and multigenerational families. It is led by private advisor and managing director Sidney Jones, who has more than 40 years of experience in the sector. The firm also includes private advisors and senior VPs Natalie Lariccia, Quinn Jones, and Liam Jones, and PAs and VPs Dominic Corso and Stefanos Newman.

Other team members include team chief operating officer John Christman, team senior wealth strategist Sherri Clay, senior client relationship manager Lisa D’Amico, client relationship associate Tracey Johnson, investment strategist Kevin Meek, operations manager Ryan McKay, and client experience associates Jennifer Zetts and Kari DeLucia.

In Ohio, Rockefeller Global Family Office also maintains offices in Cincinnati and Cleveland.

The expansion in Ohio is historically poignant considering that Rockefeller's history is grounded in the oil industry achievements of John D Rockefeller, founder of Standard Oil of Ohio. The firm was originally founded in 1882 as the family office of John D Rockefeller. As of June 30, it was responsible for $224 billion in client assets across three businesses: Rockefeller Global Family Office, Rockefeller Global Investment Management, and Rockefeller Global Investment Banking. The firm has evolved to offer strategic advice to ultra- and high net worth individuals and families: