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FUNDRAISING NEWS | June 24, 2024

TA Wealth Partners Welcomes Former UBS Advisor

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Rockefeller Capital Management has added Zak Ammirato, a wealth advisor from UBS, and support staffer Megan Coborn to its San Francisco–based TA Wealth Partners. Ammirato, who managed over $500 million at UBS, brings 24 years of experience, including 15 years at UBS and starting his career with Salomon Smith Barney in 2000. TA Wealth Partners, comprising Rockefeller veterans Bruce Tenenbaum and Vice President Andy Lam, focuses on family office investment solutions, wealth preservation strategies, strategic investment solutions, and philanthropic planning.

Tenenbaum, the team's most experienced member with 31 years in the industry, began as a broker with Montgomery Securities in 1986, worked at Goldman Sachs from 1993 to 2009, and joined UBS before moving to Rockefeller in 2019. Lam, who started his career in 2015 with UBS, adds a fresh perspective. Together, they aim to leverage their expertise to provide comprehensive wealth management services.

Rockefeller has been actively recruiting advisors from major wirehouses this year, enhancing its capabilities and expanding its team.

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Written By: John Washington, Data Research Analyst

John Washington is the Data Research Analyst at Dakota.

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