Rockefeller Global Family Office, the wealth management unit of Rockefeller Capital Management, says that the 16-person group DiMedio Wealth Partners has joined it in Newtown, Pennsylvania.
The team is led by Chris DiMedio, who spent the past 24 years at Merrill Lynch, according to his FINRA BrokerCheck records. Other advisors on the team moving to Rockefeller from Merrill include Jonathan Battillo, Anthony Ferrandino, Sean Moreland, Sean Arnold, Percy Mason, Patrick Sweet and Kyle Comerford.
The DiMedio team, which was named to Barron's 2024 Top 1,200 Financial Advisors list, has worked with $1.9 billion in client assets.
Also switching firms are chief investment officer Patrick Unrath, chief operations officer Dawn Wyatt, lending and banking officer Michael Friedman, senior client associates Mary Bost and Scott Greene, and client associates Cameron Zubey, Madison Scott and Ryan Staropoli.
"Chris and the DiMedio Wealth Partners team represent the high caliber of intellectual capital, experience, and client service we strive for at Rockefeller," Chris Dupuy, president of Rockefeller Global Family Office, said in a statement.
