People Moves

Who's Moving Where In Wealth Management? – Rockefeller Capital Management

Editorial Staff May 23, 2022

Who's Moving Where In Wealth Management? – Rockefeller Capital Management

The latest senior wealth management moves and appointments in North America.

Rockefeller Capital Management
Rockefeller Capital Management has added the Puget Sound Group to it business, building its presence in the Pacific Northwest.

The team of five includes: Nick Paget, managing director, and private wealth advisor; Nicole Schafer, senior vice president, PWA; Forrest St. John Kim, VP and PWA; Karen Henderson, AVP and team operations manager; and Tor Fanning, AVP and financial planning analyst. 

 The team will report to Brian Riley.
 

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