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

Editorial Staff

23 May 2022

Rockefeller Capital Management
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.