Rockefeller Adds 16-Person Merrill Lynch Team in PA
Rockefeller Global Family Office, the wealth management division of Rockefeller Capital Management, added DiMedio Wealth Partners, a 16-person Merrill Lynch team based that reportedly manages $1.8 billion in assets.
Led by managing director and private advisor Chris DiMedio, the Newtown, PA-based team also includes SVPs and private advisors Jonathan Battillo, Anthony Ferrandino and Sean Moreland; and VPs and private advisors Sean Arnold, Percy Mason, Patrick Sweet and Kyle Comerford. The team will report to Michael Outlaw, head of enterprise strategic growth and New York metro divisional director at Rockefeller Global Family Office.
The team specializes in family office services, trusts and philanthropic advice. In addition to the eight private advisors, DiMedio Wealth Partners also includes SVP and senior client associate Mary Bost; SVP and COO Dawn Wyatt; VP and CIO Patrick Unrath; VP and lending & banking officer Michael Friedman; VP and senior client associate Scott Greene; and AVPs and client associates Cameron Zubey, Madison Scott and Ryan Staropoli.
“Bucks County is one of the fastest growing wealth centers in Pennsylvania, making it a highly sought-after market,” Outlaw said. “DiMedio Wealth Partners bring deep ties to both this community, and their clients across the country, and are exceptionally suited to guide high- and ultra-high-net-worth individuals and families across every stage of wealth and complexity.”
Rockefeller Capital Management was established in 2018. Originally founded in 1882 as the family office of John D. Rockefeller, the firm is responsible for $149 billion in client assets across its three businesses, Rockefeller Global Family Office, Rockefeller Asset Management, and Rockefeller Global Investment Banking.
Pictured: DiMedio Wealth Partners team.
