Rockefeller Global Family Office, the wealth management division of Rockefeller Capital Management, has announced the addition of Chase Newman Riordan Wealth Partners – the firm’s first private adviser team to be headquartered in Florham Park, N.J.
The team is led by private advisers and managing directors Ray Chase and Angie Newman and includes private advisor and senior vice president Dan Riordan.
The team also includes wealth manager and vice president Eric Schenk, client experience manager and associate vice president Julianne Rose, client relationship associate Jack Worth, financial planning and investment associate Julia Chase, and client relationship analyst and vice president Nikita Chhabria.
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.
