People Moves

Who's Moving Where In Wealth Management? - Rockefeller

Editorial Staff, March 9, 2021


The latest senior wealth management executive moves in North America.

Rockefeller Capital Management
Rockefeller Capital Management has appointed Andrea Lawrence as head of philanthropy within the firm’s global family office.

Lawrence, who will report to Heather Flanagan, head of trust fiduciary and family office services, is based in Philadelphia, Pennsylvania.

The firm said that the move is part of the continuing build-out of its global family office business. Earlier in 2021, it acquired Whitnell & Co to provide affluent families across the Midwest with a complete set of multi-family office services.

Prior to the new role, Lawrence worked at Tapestry Advisors, an independent family office and philanthropy consulting firm, which she founded in 2007. Prior to that, she had various leadership roles managing estate planning at Ballamor Capital Management and Calibre, Wachovia’s family office. She began her career in tax consulting at Price Waterhouse and has served in estate planning and legal roles at the Office of Chief Counsel of the Internal Revenue Service and several regional law firms. Lawrence graduated from the University of Virginia’s McIntire School of Commerce, and from Villanova University’s Charles Widger School of Law with both a JD and Master of Laws in taxation.

Register for FamilyWealthReport today

Gain access to regular and exclusive research on the global wealth management sector along with the opportunity to attend industry events such as exclusive invites to Breakfast Briefings and Summits in the major wealth management centres and industry leading awards programmes