Rockefeller Global Family Office Welcomes The Jones Connolly Pollock Group, of Winter Park, FL – Firm’s First Private Advisor Team in Greater Orlando Market
New York, February 17, 2023
Rockefeller Capital Management today announced the addition of The Jones Connolly Pollock Group of Winter Park, FL, to its Rockefeller Global Family Office – the firm’s first private advisor team in the Greater Orlando market.
The team is led by Managing Directors and Private Advisors Garrett Jones, a Forbes “Best-In-State Wealth Advisor” from 2019 to 2022; Sean Connolly, a Forbes “Best in State Wealth Advisor” from 2019 to 2021; and Gregory Pollock, a Barron’s “America’s Top 1,200 Advisor State by State” from 2014 to 2020.
With 11 members, the team was named to Forbes’ “America’s Top Wealth Management Teams High Net Worth” list for 2022 and also includes Senior Vice President and Private Advisor Phillip Dobbs; Vice Presidents and Senior Client Associates Erin Walters, Ellen Fuller, and Linda Paul; Associate Vice Presidents and Investment Associates Jennifer Anderson and James Kofron; and Associate Vice Presidents and Client Relationship Managers Tim Magid and James Pollock. The group joins from Merrill Lynch and will report to Kristen Sario, Southeast Division Director.
“We are delighted to welcome Garrett, Sean, Gregory and their team to the Southeast Division of Rockefeller Global Family Office,” said Sario. “We look forward to partnering with them to deliver best-in-class personalized private wealth solutions to successful families and individuals across the Orlando market.”
“The Jones Connolly Pollock Group are an excellent complement to the elite community of advisors we’ve invited to join our company,” said Christopher Dupuy, Co-President of Rockefeller Global Family Office. “We’re excited to welcome them aboard and to bring the Rockefeller experience to clients and families in this vital and growing region.”
In addition to The Jones Connolly Pollock Group, this week Rockefeller welcomes Cowles Wealth Partners of Indianapolis, IN to its Midwest Division. The team includes Managing Director and Private Advisor Trent Cowles, Vice President and Senior Client Associate Jennifer Ruble, and Investment Analyst Charlie Moffitt. Rockefeller also welcomes Leach Wealth Partners of Los Angeles, CA, to its Southwest Division. The team includes Managing Director and Private Advisor, Paul Leach, and Associate Vice President and Senior Client Associate, Jerry Daly.
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 40 locations across the United States. Early in 2022, the Firm opened an office in London. As of December 31, 2022, the Firm was responsible for approximately $98 billion in client assets across its three businesses, Rockefeller Global Family Office, Rockefeller Asset Management, and Rockefeller Strategic Advisory.
The Forbes rankings discussed above were designated in 2022, 2021, 2020 and 2019 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.
The Barron’s rankings discussed above were designated each year between 2014 and 2020 as well as 2022 and last for a period of one year until new rankings are released. Each advisor or team—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.