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Rockefeller Capital Management Expands Private Wealth Business into Boston, Welcomes Team of Five to Northeast Division

·2-min read

Rockefeller Capital Management ("Rockefeller" or the "Firm") today announced the addition of Knowlton, Knowlton, & Larsen: the firm’s first private wealth team to be headquartered in Boston, Massachusetts.

"We are fortunate to have Knowlton, Knowlton, & Larsen, a team with decades of combined experience and integrated relationships, helping to lead our strategic expansion in a critical US metro center," said Christopher Randazzo, President of Private Wealth Management. "We are looking forward to working alongside the team, and together with our existing Family Office team in Boston, to deliver highly-personalized solutions that address the complex needs of successful families and individuals."

Knowlton, Knowlton, & Larsen includes Laurence Knowlton, Managing Director and Private Wealth Advisor; Griffin Knowlton, Senior Vice President and Private Wealth Advisor; and Wyatt Larsen, Managing Director and Private Wealth Advisor. The group also includes Jennifer Pearson, Vice President and Private Wealth Analyst, and Sophia Morgan, Vice President and Private Wealth Analyst. The team joins from UBS and will report to Managing Director Michael Parker who heads the company’s Northeast Division.

"With over a century-long track record of addressing complexities faced by affluent individuals and families, Rockefeller’s legacy is unparalleled, and we look forward to building on that success in Boston," said Laurence Knowlton. "Rockefeller has been built as a modern firm with a distinctive approach to helping clients achieve their unique aspirations," Wyatt Larsen added. "We look forward to delivering the firm’s differentiated investment program and integrated family office services capabilities to our clients."

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

About Rockefeller Capital Management

Rockefeller Capital Management was established in 2018 as a leading independent, privately-owned financial services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra-high-net-worth and high-net-worth individuals and families, institutions and corporations from 27 offices across the United States. As of March 31, 2021, the Firm is responsible for approximately $75 billion in client assets across its three business segments, the Rockefeller Global Family Office, which includes both the Private Wealth Management and Family Office businesses, Rockefeller Asset Management and Rockefeller Strategic Advisory.

View source version on businesswire.com: https://www.businesswire.com/news/home/20210514005530/en/

Contacts

Kelly Whalen
kwhalen@prosek.com
857.301.9936

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