NEW YORK--(BUSINESS WIRE)--Rockefeller Capital Management today announced that Matthew T. Panarese has joined the Rockefeller Global Family Office as a Managing Director to establish and lead the Firm’s Philadelphia office.
“At Rockefeller, in our mission to provide trusted advice and highly personalized service to our clients, we will continue to expand our physical presence in select cities and wealth centers throughout the country,” said Gregory J. Fleming, President & CEO of Rockefeller Capital Management. “Matt is one of the region’s most respected industry leaders based in Philadelphia, a great market where we are excited to serve clients.”
Rockefeller’s Global Family Office consists of the Multi-Family Office and Private Wealth Management. As a Managing Director in the Multi-Family Office, Panarese will focus on serving ultra-wealthy clients with wealth and tax planning, wealth transfer strategies and family office services, helping families successfully manage their complex financial needs and multi-generational wealth planning. Panarese will also have regional responsibility including overseeing the Firm’s Multi-Family Office team based in Washington D.C.
Prior to joining Rockefeller, Panarese was President of the Mid-Atlantic Region for Wilmington Trust Company, a role he assumed in February 2017. Panarese joined Wilmington Trust in 2008 as Managing Director, serving as a senior private client advisor for more than five years before being named Regional President for Philadelphia & Suburban Wealth Advisory in January 2014. He was also appointed as head of the company’s Business Owners National Practice Group. Previously, he was a Vice President in JPMorgan Private Bank. Panarese is a graduate of the University of Pennsylvania.
About Rockefeller Capital Management
Rockefeller Capital
Management is a leading independent, privately-owned financial services
firm offering global family office, asset management and strategic
advisory services to ultra-high-net-worth individuals and families,
institutions and corporations. The Firm has offices in New York,
Atlanta, Boston, Salt Lake City, Saratoga Springs, Washington, DC, and
Wilmington, Delaware.
