Rockefeller Global Family Office, the wealth management division of Rockefeller Capital Management (“Rockefeller”), announced the addition of Rathi Wealth Partners and Singh Wealth Partners, further expanding the firm’s existing presence in Chicago. The firm now has 10 teams headquartered in the greater Chicago area.
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Rathi Wealth Partners is led by Private Advisor and Managing Director Raj Rathi, and includes Private Advisor and Vice President Dean Turner, Senior Client Associate and Vice President Stacey Specht, Wealth Manager and Vice President John Clayton Bowers, and Senior Client Associate and Associate Vice President Patrick Gawne. They bring decades of combined experience in delivering highly customized wealth management and investment advisory services to high- and ultra-high-net-worth individuals and families with complex needs.
Singh Wealth Partners is led by Private Advisor and Managing Director Kanwar Singh, and includes Private Advisor and Senior Vice President Steve Coleman, Senior Investment Associate and Senior Vice President Chandra Federle, Senior Client Relationship Manager and Vice President Krishna Vege, and Senior Client Associate and Associate Vice President Savannah Neal. They bring deep expertise guiding high- and ultra-high-net-worth individuals, innovators, entrepreneurs and business owners to build lasting legacies for their families and communities.
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Rathi Wealth Partners and Singh Wealth Partners each join Rockefeller from Merrill Lynch Private Wealth Management and will report to Brett Thelander, Northern Divisional Director of Rockefeller Global Family Office.
“Across the country, the need for deeply experienced advisors who can help clients navigate the complexities of wealth continues to grow,” said Chris Dupuy, President of Rockefeller Global Family Office. “Rockefeller is meeting this need as we expand our presence in communities across the United States with industry leading Private Advisors and distinct solutions and services.”
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The broader Rockefeller legacy is deeply rooted in the city of Chicago, marked by philanthropic contributions to the city’s growth in the arts and education, including their role in founding the University of Chicago.
“Chicago is an incredibly vibrant market and a significant hub of innovation across industries, from cutting-edge technology companies to healthcare to manufacturing,” said Thelander. “Raj, Kanwar, and their respective teams are deeply embedded in the community and will play a central role as we continue to grow in this dynamic region.”
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Source – PR Newswire
