Rockefeller Global Family Office Continues Growth, Welcomes First Florham Park, NJ-Based Private Wealth Team

Rockefeller Global Family Office, the wealth management division of Rockefeller Capital Management ("Rockefeller”), today announced the addition of Chase Newman Riordan Wealth Partners – the firm’s first private advisor team to be headquartered in Florham Park, New Jersey. Home to a growing number of discerning business owners, professionals and families, Florham Park represents a strategic market for the firm’s continued growth.

The team is led by Private Advisors and Managing Directors Ray Chase and Angie Newman and includes Private Advisor and Senior Vice President Dan Riordan. Highly regarded in the industry, the group was recognized by Forbes as a “Best-in-State Wealth Management Team” in 2023, 2024 and 2025*.

“Our clients value and rely on the knowledge and expertise of our Private Advisors, especially in dynamically changing environments,” said Chris Dupuy, President of Rockefeller Global Family Office. “With their deep history of providing exceptional service, thoughtful guidance, and customized strategies, Chase Newman Riordan Wealth Partners are an outstanding fit for the Rockefeller brand and culture.”

The team also includes Wealth Manager and Vice President Eric Schenk, Client Experience Manager and Associate Vice President Julianne Rose, Client Relationship Associate Jack Worth, Financial Planning and Investment Associate Julia Chase, and Client Relationship Analyst and Vice President Nikita Chhabria.

The group joins Rockefeller from UBS, and will report to Michael Outlaw, Head of Enterprise Strategic Growth and New York Metro Divisional Director of Rockefeller Global Family Office.

“We are pleased to welcome our first team in Florham Park, which represents a compelling growth opportunity for the firm,” said Outlaw. “Ray, Angie, Dan and their team will be instrumental as we expand our capacity for serving the dynamic needs of high-net-worth individuals, business owners, and institutions in this thriving market and beyond.”

To learn more about the team, visit: https://www.rockco.com/chase-newman-riordan-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 March 31, 2025, the Firm was responsible for $154 billion in client assets across its three businesses, Rockefeller Global Family Office, Rockefeller Asset Management, and Rockefeller Global Investment Banking.

Disclosures:

This material was prepared by Rockefeller Capital Management, solely for informational and educational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy interests in any Rockefeller Capital Management investment vehicle, product or service, and should not be interpreted to constitute a recommendation with respect to any security or investment plan. Although the information provided is carefully reviewed, Rockefeller Capital Management cannot be held responsible for any direct or incidental loss resulting from applying any of the information provided. Forward-looking statements, including those presented herein, are inherently uncertain, as future events may differ materially from those reflected, and past performance is not a guarantee of future performance. No investment strategy can guarantee a profit or protection against losses. Investment decisions should be based on an individual’s investment objectives, risk tolerance, liquidity needs and financial situation. Investing involves risk, including risk of loss. This information may not be copied, reproduced or distributed without Rockefeller Capital Management’s prior written consent. Brokerage and investment advisory services offered by Rockefeller Global Family Office are provided by Rockefeller Financial LLC, which is an SEC registered broker-dealer and investment adviser, member FINRA/SIPC.

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* The Forbes Best-in-State Wealth Advisors rankings discussed above were designated in 2023, 2024 and 2025, 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.

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