People Moves
Rockefeller Starts Push Into Bay Area, Northwest
The wealth management firm has started to build its presence in the Northwest and Bay Area of the US.
Rockefeller Capital Management, which is building out its West Coast presence, said it has added its first members of the San Francisco-based wealth advisory team.
Bruce Tenenbaum has joined the Rockefeller Global Family Office as a managing director. He is joined by Andy Lam. Both men had previously worked at UBS.
The men’s group focuses on wealth planning and investment management services for some of the wealthiest individuals and families in the Pacific Northwest, including entrepreneurs and executives in technology, venture capital, private equity and real estate.
“The Tenenbaum Group is our inaugural team in San Francisco and exemplifies the type of high-quality, experienced advisors we will continue to add,” Christopher Randazzo, president of Rockefeller Private Wealth Management, said. “Bruce and his team bring extensive wealth and investment planning knowledge that can be augmented by the comprehensive family office expertise at Rockefeller, including tax, lending, portfolio construction and trust and estate services.”
Before Rockefeller, Tenenbaum was an MD in private wealth management at UBS, joining in 2009. Prior to UBS, Tenenbaum spent nearly 16 years in private wealth management at Goldman Sachs. While there, he formed a team that served executives of some of the largest technology and health-science companies that were undergoing public offerings or mergers and acquisitions. Tenenbaum is a graduate of Columbia University and has an MBA from USC Marshall School of Business.
Lam, Tenenbaum’s partner, joined UBS in 2014, working with the firm’s Northwest regional management team prior to joining the Tenenbaum Group. Lam’s primary investment focus is in emerging trends in global technology. He is a graduate of the University of California, Davis.
Rockefeller Capital Management has offices in New York, Atlanta, Boston, Salt Lake City, San Francisco, Saratoga Springs, Washington, DC, and Wilmington, Delaware.
