RCA News & Analysis
2 articles
Market Mood
Rockefeller (RCA) Establishes Office in Ohio with Jones Wealth Partners
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.
Read More: Rockefeller (RCA) Establishes Office in Ohio with Jones Wealth Partners
Rockefeller (RCA) Expands Naples Presence with Coplin Wealth Team
Rockefeller Global Family Office (RCA) is entering Naples, Florida, by acquiring Coplin Wealth Partners, which serves ultra-high-net-worth individuals (UHNWIs) and families. The team, led by Steven Coplin, includes experienced advisors and will report to Kristen Sario, the Southeast regional president. Rockefeller already has offices across several Florida cities and manages $203 billion in client assets as of March 31, 2026. The expansion aims to address the increasing demand for private wealth services in the growing Naples market.
Read More: Rockefeller (RCA) Expands Naples Presence with Coplin Wealth Team