Products
Integrations
Services
Company
FUNDRAISING NEWS | January 30, 2025
Tags: Personnel, Financial Advisor Move
Rockefeller Capital Management has recruited Blue Lake Wealth Partners, an RIA based in Oak Brook, IL, into the firm’s global family office division.
Blue Lake Wealth joins from Morgan Stanley and is composed of Bill Ramette, Caitlin Dahl, and Maninder Lail. The team has a combined 30 years of experience in providing wealth strategies and family office solutions to high-net-worth clients. Ramette will serve as a managing director at Rockefeller, while Dahl and Lail join as vice presidents.
The firm is the third team to be recruited into the Rockefeller Global Family Office this month, following New York’s Venetos Wealth Partners and Heritage Wealth Management of Houston, as reported by Dakota on January 20.
Written By: Dakota
925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481
© Dakota 2024 | Terms of Use | Privacy Policy | California Privacy Policy