Rockefeller Capital Management has added a Bethesda, Md.-based advisory team to its Global Family Office. Moon Wealth Partners, led by Robert Moon, joins from Merrill Lynch’s Private Banking and Investment Group, where he managed $500 million in client assets.
In his new role as managing director and private advisor, Moon will report to Kristen Sario, southeast divisional director of the family office. Moon has 30 years of wealth management experience, starting at Citigroup/Smith Barney, before joining Merrill in 2008. He focuses on serving executives, entrepreneurs and private equity partners, and specializes in stock strategies, option and benefit analysis, liquidity-event and tax investment strategies, wealth transfer and philanthropic initiatives.
“Rob Moon is a widely respected advisor across our industry, and we’re excited to have him onboard,” said Christopher Dupuy, co-president of Rockefeller Global Family Office, in a statement. “With his deep expertise serving the complex wealth management needs of executives and entrepreneurs and their families, Rob is perfectly matched to the Rockefeller culture and business model.”
Rockefeller Capital Management began as the family office of John D. Rockefeller in 1882 and was restructured as an independent advisory firm in 2018. The firm has since grown to include three distinct businesses—Rockefeller Global Family Office, Rockefeller Asset Management and Rockefeller Strategic Advisory. Collectively, they represent 46 locations across the U.S. and one in London, overseeing about $112 billion in in client assets.
After beginning the year with $98 billion in assets, Rockefeller has reached its goal of $100 billion in 2023. CEO Greg Fleming has indicated that he expects to double that within the next three years.
Earlier the year, Rockefeller received its first external capital investment—$622 million from the ultra-wealthy Desmarais family in Canada, which has historical ties to the Rockefellers—in a deal that valued the firm at $3 billion.
Take a look at our comprehensive guide to the best and most popular information ebooks and products available today on Detoxing, Colon Cleansing, Weight Loss and Dating and Romance. They are all in one spot, easy to find and compere to make a quick selection for the product that best fits your needs or wants.
So browse through a category and make your preferred selection and come back here to read more choice articles and get a few more helpful tips on ways to help your enhancement.
As an Amazon Associate I earn from qualifying purchases. “saubiosaubiosuccess.com is a participant in third party affiliate and advertising programs; The Amazon Services LLC Associates Program, Awin network, and other affiliate advertising programs are designed to provide a means for sites to earn advertising fees and commissions by advertising and linking to products on other sites and on Amazon.com. Amazon and the Amazon logo are trademarks of Amazon.com, Inc, or its affiliates.”
We use anonymous cookies and various 3rd-party services to optimise and to offer you a better, more personalised, browsing experience with advanced accessibility enhancements.
Dismiss
Always active
The technical storage or access is strictly necessary for the legitimate purpose of enabling the use of a specific service explicitly requested by the subscriber or user, or for the sole purpose of carrying out the transmission of a communication over an electronic communications network.
Preferences
The technical storage or access is necessary for the legitimate purpose of storing preferences that are not requested by the subscriber or user.
Statistics
The technical storage or access that is used exclusively for statistical purposes.The technical storage or access that is used exclusively for anonymous statistical purposes. Without a subpoena, voluntary compliance on the part of your Internet Service Provider, or additional records from a third party, information stored or retrieved for this purpose alone cannot usually be used to identify you.
Marketing
The technical storage or access is required to create user profiles to send advertising, or to track the user on a website or across several websites for similar marketing purposes.
