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Rockefeller Snags $500M Team From Merrill’s Private Bank

Advisor Robert Moon, who managed $500 million at Merrill Lynch’s Private Banking and Investment Group, joins Rockefeller's Global Family Office.

Rockefeller Capital Management has added a Bethesda, Md.-based advisory team to its Global Family Office. Moon Wealth Partners, led by Robert Moon, joins from Merrill Lynch’s Private Banking and Investment Group, where he managed $500 million in client assets.

In his new role as managing director and private advisor, Moon will report to Kristen Sario, southeast divisional director of the family office. Moon has 30 years of wealth management experience, starting at Citigroup/Smith Barney, before joining Merrill in 2008. He focuses on serving executives, entrepreneurs and private equity partners, and specializes in stock strategies, option and benefit analysis, liquidity-event and tax investment strategies, wealth transfer and philanthropic initiatives.

“Rob Moon is a widely respected advisor across our industry, and we’re excited to have him onboard,” said Christopher Dupuy, co-president of Rockefeller Global Family Office, in a statement. “With his deep expertise serving the complex wealth management needs of executives and entrepreneurs and their families, Rob is perfectly matched to the Rockefeller culture and business model.” 

Rockefeller Capital Management began as the family office of John D. Rockefeller in 1882 and was restructured as an independent advisory firm in 2018. The firm has since grown to include three distinct businesses—Rockefeller Global Family Office, Rockefeller Asset Management and Rockefeller Strategic Advisory. Collectively, they represent 46 locations across the U.S. and one in London, overseeing about $112 billion in in client assets.

After beginning the year with $98 billion in assets, Rockefeller has reached its goal of $100 billion in 2023. CEO Greg Fleming has indicated that he expects to double that within the next three years.

Earlier the year, Rockefeller received its first external capital investment—$622 million from the ultra-wealthy Desmarais family in Canada, which has historical ties to the Rockefellers—in a deal that valued the firm at $3 billion.

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