Rockefeller Global Family Office Adds Advisor Teams in NYC, Houston

Rockefeller Capital Management announced that Heritage Wealth Management of Houston and Venetos Wealth Partners of New York have joined Rockefeller Global Family Office.

Heritage Wealth Advisors includes managing director Charles Vetters, senior vice president Mark Dahl, and associate vice president Maria Navarro. The team joins from Morgan Stanley, where Vetters served as an advisor and senior vice president since 2004, according to his LinkedIn profile.

Heritage Wealth focuses on providing tailored financial planning and investment strategies for executives, business owners, and families. The team will be reporting directly to Michael Armondo, central division director for Rockefeller.

Venetos Wealth Partners is a three-member team composed of managing director Jim Venetos, senior vice president Peter Venetos, and associate vice president Tegest “TJ” Asefa-Brown. Venetos had been with JPMorgan since 2006, according to his LinkedIn profile. The team specializes in strategies and customized wealth management services for high-net-worth individuals and families.

Venetos Wealth will be reporting directly to Michael Outlaw, head of enterprise strategic growth and Rockefeller’s New York metro divisional director.