-

Rockefeller Capital Management Continues to Expand Private Wealth Business, Announces First Colorado Team in Central Division

The Richeda and Farr Group joins the firm’s offering with four professionals in Denver

NEW YORK--(BUSINESS WIRE)--Rockefeller Capital Management (“Rockefeller” or the “Firm”) today announced The Richeda and Farr Group has joined in Denver, marking the Firm’s first entrant into the Colorado market.

Joining the Central Division directed by Michael Armondo, The Richeda and Farr Group is led by Matthew Richeda, CAIA®, CRPC®, CFP®, Managing Director and Private Wealth Advisor, and Christopher Farr CPWA®, CPFA, CRPS®, First Vice President and Private Wealth Advisor, and also includes Christopher Nazzaro, Associate Vice President and Senior Client Associate and Anna Miller, Client Associate. The team joins from Merrill Lynch Wealth Management.

“Building on the steady growth our private wealth business experienced last year, we are thrilled to welcome The Richeda and Farr Group as our first team in Colorado,” said Armondo. “The robust and integrated capabilities of Rockefeller, coupled with this team’s decades of experience and success in delivering unparalleled client service, will bring a new and differentiated wealth management experience to clients throughout this region.”

In late 2020, Rockefeller also announced its expansion into several new key markets, including Private Wealth Management Groups in Scottsdale, Chicago and Walnut Creek. With the addition of The Richeda and Farr Group, Rockefeller’s Private Wealth business now includes 45 teams across the United States.

More about the new team can be found at: rcm.rockco.com/richedafarrgroup

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.

Contacts

Kelly Whalen
kwhalen@prosek.com
857-301-9936

Rockefeller Capital Management


Release Versions

Contacts

Kelly Whalen
kwhalen@prosek.com
857-301-9936

More News From Rockefeller Capital Management

Rockefeller Global Family Office Welcomes Jones Wealth Partners, Marking Expansion into Columbus, Ohio

NEW YORK--(BUSINESS WIRE)--Rockefeller Global Family Office, the wealth management division of Rockefeller Capital Management ("Rockefeller”), today announced it is expanding its presence in Ohio with the addition of Jones Wealth Partners. The firm is opening an office in Columbus, representing continued growth into strategic markets. Jones Wealth Partners advises high-net-worth and ultra-high-net worth individuals and multigenerational families, offering comprehensive wealth management strateg...

Rockefeller Capital Management Collaborates with Anthropic to Build AI-Enabled Wealth Management Platform

NEW YORK--(BUSINESS WIRE)--Rockefeller Capital Management (“Rockefeller” or the “firm”) announced they are building an AI-enabled platform for wealth management with Anthropic’s AI Claude model. The collaboration brings together Rockefeller’s experience serving ultra-high-net-worth individuals and families with Anthropic’s expertise in developing advanced AI systems. The organizations will work together to build reliable AI capabilities integrated directly into Rockefeller’s workflows, with a f...

Rockefeller Global Family Office Expands into Naples, Florida, Welcoming Coplin Wealth Partners

NEW YORK--(BUSINESS WIRE)--Rockefeller Global Family Office, the wealth management division of Rockefeller Capital Management ("Rockefeller”), today announced it is establishing a presence in Naples, Florida, with the addition of Coplin Wealth Partners. Coplin Wealth Partners advises ultra-high-net-worth individuals and families on complex financial matters. The team is led by Private Advisor and Managing Director Steven Coplin, who has more than 25 years of experience working with multigenerat...
Back to Newsroom