Rockefeller Global Family Office Expands Pennsylvania Presence with the Addition of DiMedio Wealth Partners Based in Bucks County
New York, October 18, 2024
Rockefeller Global Family Office, the wealth management division of Rockefeller Capital Management (“Rockefeller”), today announced the addition of DiMedio Wealth Partners, a highly-respected 16-person group based in Newtown, PA, to the firm.
The team is led by Managing Director and Private Advisor Chris DiMedio, and includes Senior Vice Presidents and Private Advisors Jonathan Battillo, Anthony Ferrandino and Sean Moreland; and Vice Presidents and Private Advisors Sean Arnold, Percy Mason, Patrick Sweet and Kyle Comerford. The team joins from Merrill Lynch and will report to Michael Outlaw, Head of Enterprise Strategic Growth and New York Metro Divisional Director at Rockefeller Global Family Office.
DiMedio brings nearly three decades of experience serving high-net-worth and ultra-high-net-worth families and individuals and helping them navigate the complexities of their financial lives. Widely recognized across the industry, DiMedio has been named to Barron’s 2024 Top 1,200 Financial Advisor list* and Forbes’ “Best-in-State Wealth Advisors” list since 2018**.
In addition to the eight Private Advisors, DiMedio Wealth Partners also includes: Senior Vice President and Senior Client Associate Mary Bost; Senior Vice President and Team Chief Operations Officer Dawn Wyatt; Vice President and Team Chief Investment Officer Patrick Unrath; Vice President and Team Lending & Banking Officer Michael Friedman; Vice President and Senior Client Associate Scott Greene; and Associate Vice Presidents and Client Associates Cameron Zubey, Madison Scott and Ryan Staropoli.
“Chris and the DiMedio Wealth Partners team bring a wealth of expertise, experience, and client focus to Rockefeller,” said Chris Dupuy, President of Rockefeller Global Family Office. “We look forward to working with them to deliver the distinct capabilities of our platform and our people to current and prospective clients across the United States.”
“Bucks County is one of the fastest growing wealth centers in Pennsylvania, making it a highly sought-after market,” Outlaw added. “DiMedio Wealth Partners bring deep ties to both this community, and their clients across the country, and are exceptionally suited to guide high- and ultra-high-net-worth individuals and families across every stage of wealth and complexity.”
To learn more about DiMedio Wealth Partners, visit https://www.rockco.com/dimedio-wealth-partners/.
About Rockefeller Capital Management
Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 31 markets throughout the United States, as well as an office in London. As of September 30, 2024, the Firm was responsible for $149 billion in client assets across its three businesses, Rockefeller Global Family Office, Rockefeller Asset Management, and Rockefeller Global Investment Banking.
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*The Barron’s rankings discussed above were designated in 2024 and last for a period of one year until new rankings are released. The general methodology criteria for Barron’s includes the following: Each advisor—selected by Barron’s—is required to respond to a survey about their practice which Barron’s verifies and applies a proprietary rankings formula along with sub calculations to generate each designation. The formula features three major categories of calculations: assets, revenue, quality of practice. No compensation has been provided in connection with obtaining or using this award.
**The Forbes rankings discussed above were designated in 2024 and last for a period of one year until new rankings are released. Each advisor—selected by SHOOK Research—is chosen based on an algorithm of qualitative and quantitative criteria, including: in-person interviews; industry experience; compliance records; revenue produced; and assets under management. No compensation has been provided in connection with obtaining or using this award.