By Staff
The Rockefeller Global Family Office, a wealth management division of Rockefeller Capital Management, has added Chase Newman Riordan Wealth Partners, located in Florham Park, NJ, to its team.
The acquisition expands the family office’s operations into a strategic area that is home to a growing number of discerning business owners, professionals, and families, noted a press release.
The team will be led by private advisors and managing directors Ray Chase and Angie Newman and includes private advisor and senior vice-president Dan Riordan. The group joins Rockefeller from UBS and will report to Michael Outlaw, head of enterprise strategic growth and New York metro divisional director of Rockefeller Global Family Office.
“Our clients value and rely on the knowledge and expertise of our Private Advisors, especially in dynamically changing environments,” said Chris Dupuy, the family office’s president, in the release. “With their deep history of providing exceptional service, thoughtful guidance, and customized strategies, Chase Newman Riordan Wealth Partners are an outstanding fit for the Rockefeller brand and culture.”