NEW YORK--(BUSINESS WIRE)--Rockefeller Capital Management today announced the addition of its first San Francisco-based wealth advisory team. Bruce Tenenbaum has joined the Rockefeller Global Family Office as a Managing Director marking Rockefeller’s expansion into the Bay Area and Pacific Northwest to serve ultra-high-net-worth clients.
“The Tenenbaum Group is our inaugural team in San Francisco and exemplifies the type of high-quality, experienced advisors we will continue to add,” said Christopher Randazzo, President of Rockefeller Private Wealth Management. “Bruce and his team bring extensive wealth and investment planning knowledge that can be augmented by the comprehensive family office expertise at Rockefeller, including tax, lending, portfolio construction and trust and estate services.”
Bruce Tenenbaum and Andy Lam join Rockefeller Capital Management from UBS, where they have served clients since 2009. Their group focuses on wealth planning and investment management services for some of the wealthiest individuals and families in the Pacific Northwest, including entrepreneurs and executives in technology, venture capital, private equity and real estate.
“Bruce has more than 25 years of experience in private wealth management, helping clients preserve and grow substantial wealth with customized solutions and planning,” said Anthony Grosso, Managing Director and Head of the San Francisco Office. “His background in advising entrepreneurs and investors will be of significant value to the firm as we continue to build our business in the Bay Area.”
Before joining Rockefeller, Tenenbaum was a Managing Director in private wealth management at UBS, which he joined in May 2009. Prior to UBS, Tenenbaum spent nearly 16 years in private wealth management at Goldman Sachs. While there, he formed a team that served executives of some of the largest technology and health-science companies that were undergoing public offerings or mergers and acquisitions. Tenenbaum is a graduate of Columbia University and has an MBA from USC Marshall School of Business.
Andy Lam, Tenenbaum’s partner, joined UBS in 2014, working with the firm’s Northwest Regional Management team prior to joining the Tenenbaum Group. Lam’s primary investment focus is in emerging trends in global technology. He is a graduate of the University of California, Davis.
Rockefeller’s expansion in San Francisco is the latest development in the Firm’s strategic growth. The Firm continues to add wealth advisor teams as well as senior executives across its Global Family Office, Strategic Advisory and Asset Management businesses to enhance its capabilities and grow geographically.
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, San Francisco, Saratoga Springs, Washington, DC, and Wilmington, Delaware.