Capital Management Co. Expands into Arizona

Legacy Family Wealth Team Joins New Rockefeller Office in Scottsdale

Rockefeller Capital Management

Integrated financial advisory firm Rockefeller Capital Management announced the opening of its new office in Scottsdale, marking the Firm’s expansion into Arizona.

Rockefeller also announced that the Legacy Family Wealth team has joined the Firm as its first team in the new Scottsdale Office. Led by Kenneth Milano, Managing Director and Private Wealth Advisor, the team includes Richie Schmock CRPC®, Kent Weaver, CRPC®, Alexander Barrett, Laura Rider and Abbey Mathew.

Legacy Family Wealth joins Rockefeller from Morgan Stanley and becomes part of the Firm’s expanding Southwest Division led by Division Director Nathan Crair.

“We are pleased to expand into Scottsdale, where we have long observed an opportunity to provide ultra-high net worth individuals and families a high-caliber of financial advice,” said Chris Randazzo, President of Private Wealth Management for Rockefeller Capital Management. “We’re very proud that we have continued to attract top industry talent despite the challenging environment, and we are excited to have the opportunity to deliver the unique Rockefeller experience to clients in the Scottsdale area.”

“Joining Rockefeller enables us to better support the individuals and families we serve with complex and sophisticated wealth management and family office needs,” added Milano. “With the uncertainty brought by the pandemic, we’re excited to offer our clients the Firm’s platform of customized products and services created specifically with them in mind, and extend the Firm’s family office services, asset management, and strategic advisory as appropriate.”

With the addition of the Legacy Family Wealth team, Rockefeller’s Private Wealth practice includes 35 teams with 71 advisers across its Northeast, Southeast, South-Central, Northwest and Southwest divisions.

Rockefeller Capital Management is a leading independent, privately-owned financial services firm offering global family office, asset management and strategic advisory services to ultra-high-net-worth individuals and families, institutions, and corporations.

Speak Your Mind

In Business Dailies

Sign up for a complimentary year of In Business Dailies with a bonus Digital Subscription of In Business Magazine delivered to your inbox each month!

  • Get the day’s Top Stories
  • Relevant In-depth Articles
  • Daily Offers
  • Coming Events