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Thursday, June 20, 2024
HomeWealth ManagementRockefeller Snags $500M Group From Merrill’s Non-public Financial institution

Rockefeller Snags $500M Group From Merrill’s Non-public Financial institution


Rockefeller Capital Administration has added a Bethesda, Md.-based advisory crew to its World Household Workplace. Moon Wealth Companions, led by Robert Moon, joins from Merrill Lynch’s Non-public Banking and Funding Group, the place he managed $500 million in shopper property.

In his new function as managing director and personal advisor, Moon will report back to Kristen Sario, southeast divisional director of the household workplace. Moon has 30 years of wealth administration expertise, beginning at Citigroup/Smith Barney, earlier than becoming a member of Merrill in 2008. He focuses on serving executives, entrepreneurs and personal fairness companions, and makes a speciality of inventory methods, possibility and profit evaluation, liquidity-event and tax funding methods, wealth switch and philanthropic initiatives.

“Rob Moon is a broadly revered advisor throughout our business, and we’re excited to have him onboard,” stated Christopher Dupuy, co-president of Rockefeller World Household Workplace, in an announcement. “Along with his deep experience serving the complicated wealth administration wants of executives and entrepreneurs and their households, Rob is completely matched to the Rockefeller tradition and enterprise mannequin.” 

Rockefeller Capital Administration started because the household workplace of John D. Rockefeller in 1882 and was restructured as an impartial advisory agency in 2018. The agency has since grown to incorporate three distinct companies—Rockefeller World Household Workplace, Rockefeller Asset Administration and Rockefeller Strategic Advisory. Collectively, they signify 46 places throughout the U.S. and one in London, overseeing about $112 billion in in shopper property.

After starting the 12 months with $98 billion in property, Rockefeller has reached its objective of $100 billion in 2023. CEO Greg Fleming has indicated that he expects to double that throughout the subsequent three years.

Earlier the 12 months, Rockefeller obtained its first exterior capital funding—$622 million from the ultra-wealthy Desmarais household in Canada, which has historic ties to the Rockefellers—in a deal that valued the agency at $3 billion.

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