Rockefeller Global Family Office, the wealth management division of Rockefeller Capital Management, today announced the addition of Meyer DeMartini Wealth Partners, based in San Francisco. With one of the largest populations of wealthy individuals in the country, the San Francisco Bay Area remains a key market as the firm continues to expand its presence across the western United States.
The team is led by managing director and private adviser Lorna Meyer, who brings decades of experience providing advisory services and holistic solutions to high- and ultra-high-net-worth clients. The group also includes senior vice presidents and private advisors James DeMartini, Andrew Meyer and William Meyer, and vice presidents and senior client relationship managers Becky Chen and Keri Chan. They join Rockefeller from Merrill Lynch private wealth management and will report to Brian Riley, western divisional director of Rockefeller Global Family Office.
“San Francisco continues t
