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FUNDRAISING NEWS | May 21, 2024

Rockefeller Welcomes FA Team from Morgan Stanley

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The Rockefeller Global Family Office has expanded its team by adding a Chicago-based group of four led by Ronald Ventura, a former Executive Director at Morgan Stanley, where his team managed around $1.4 billion in client assets under the name 227 Family Wealth Management Group. Ronald Ventura, who holds the Family Wealth Director designation—a distinction awarded to less than 4% of Morgan Stanley's 15,000+ advisors—has a background as a CPA at Ernst & Young and previously worked at Merrill Lynch before joining Morgan Stanley in 2011.

Joining Ventura are Elias Stambolis, Debra Wilson, and Jackson Wildermuth. Elias Stambolis, now a Private Advisor and Vice President at Rockefeller, has over a decade of investment experience, focusing on advanced planning and investment monitoring. Before joining Rockefeller, Elias was a Financial Advisor at Morgan Stanley and previously managed his own investment fund for five years. He began his career at Fisher Investments and interned at Merrill Lynch, holding a CFA designation.

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Written By: John Washington, Data Research Analyst

John Washington is the Data Research Analyst at Dakota.

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