NEWM&A
Rockefeller (RCA) Establishes Office in Ohio with Jones Wealth Partners
Published on 8/10/2026

AI Summary
Summarized by AI from the source belowRockefeller 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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