Rockefeller expands in Ohio with Jones Wealth Partners team

Rockefeller Global Family Office has deepened its footprint successful Ohio by bringing successful Jones Wealth Partners and mounting up an bureau successful Columbus.

Jones Wealth Partners works with high-net-worth and ultra-high-net-worth clients, arsenic good arsenic multigenerational families, connected wealthiness absorption matters.

The signifier is headed by backstage advisor and managing manager Sidney Jones, who has much than 40 years of acquisition advising clients connected analyzable fiscal issues and semipermanent objectives.

Other members of the advisory squad are backstage advisors and elder vice presidents Natalie Lariccia, Quinn Jones and Liam Jones, on with backstage advisors and vice presidents Dominic Corso and Stefanos Newman.

The squad has offices successful Columbus and Canfield, Ohio, and serves clients wrong the authorities and elsewhere.

The advisers are joining from Merrill Lynch and volition study to Brett Thelander, Northern determination president of Rockefeller Global Family Office.

Thelander said: "We are pleased to invited Jones Wealth Partners and found a beingness successful Columbus, a thriving concern community. Ohio continues to beryllium a maturation accidental for our firm, and we look guardant to partnering with this highly-regarded squad to bring Rockefeller's blase solutions and holistic proposal to their clients."

Within Ohio, Rockefeller Global Family Office besides operates from Cincinnati and Cleveland.

It is the wealthiness absorption portion of Rockefeller Capital Management.

Rockefeller Global Family Office president Michael Outlaw said: "Our clients are looking for one, trusted spouse to assistance them navigate expanding complexity and found a lasting legacy. With decades of acquisition gathering the dynamic needs of multigenerational families, executives and concern owners, Jones Wealth Partners is an exceptional acceptable to assistance america grow into further cardinal wealthiness markets successful Ohio."

Rockefeller Capital Management was acceptable up successful 2018 arsenic an autarkic fiscal advisory services company.

The concern traces its roots to 1882, erstwhile it was founded arsenic the household bureau of John D. Rockefeller.

It present advises ultra-high-net-worth and high-net-worth individuals and families, institutions and companies from 35 locations crossed the US, successful summation to a London office.

As of 30 June 2026, it oversaw $224bn successful lawsuit assets crossed Rockefeller Global Family Office, Rockefeller Global Investment Management and Rockefeller Global Investment Banking.

"Rockefeller expands successful Ohio with Jones Wealth Partners team" was primitively created and published by Private Banker International, a GlobalData owned brand.