NEWM&A

Rockefeller (RCA) Establishes Office in Ohio with Jones Wealth Partners

Published on 8/10/2026

Rockefeller (RCA) Establishes Office in Ohio with Jones Wealth Partners

AI Summary

Summarized by AI from the source below

Rockefeller Global Family Office has expanded its Ohio operations by acquiring Jones Wealth Partners and opening a new office in Columbus. The advisory team, led by Sidney Jones, has over 40 years of experience in wealth management and serves high-net-worth clients. Rockefeller oversees $224 billion in client assets as of June 30, 2026, across various services. This expansion may enhance Rockefeller's service capabilities in Ohio, a state identified as a growth opportunity. Such developments can impact client asset management firms and their market positioning.

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