JP Morgan FA Team Shifts to Rockefeller

Rockefeller Capital Management has added the advisor team of Jeffrey Titus, Daniel O'Neill, and Haley Pink from First Republic and J.P. Morgan. Operating as Titus Wealth Management, they join the Rockefeller Global Family Office in Boston, managing approximately $574 million in assets.

Jeff, with over 30 years of experience in wealth management, technology, and employee benefits, is now Managing Director of Titus Wealth Partners. His career includes significant roles at J.P. Morgan Chase, First Republic, Credit Suisse Private Bank USA, and Bernstein Global Wealth Management.

Dan, the Team Chief Investment Officer of Titus Wealth Partners, brings experience from JP Morgan Chase, First Republic, and Centinel Financial Group. He focuses on wealth planning, legacy planning, banking, and lending.

The team, which transitioned to JPMorgan in May 2023 following JPMorgan's acquisition of First Republic, is committed to offering personalized wealth management services at Rockefeller.

Written By: John Washington, Data Research Analyst

John Washington is the Data Research Analyst at Dakota.

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