Sat Oct 19 10:40:00 UTC 2024: – Rockefeller Global Family Office has welcomed DiMedio Wealth Partners, a 16-person team led by Chris DiMedio, from Merrill Lynch to its Newtown, Pennsylvania location.
– Chris DiMedio has over 24 years of experience at Merrill Lynch, and the team has been recognized on Barron’s 2024 Top 1,200 Financial Advisors list, managing $1.9 billion in client assets.
– Additional team members also transitioning from Merrill include advisors Jonathan Battillo, Anthony Ferrandino, Sean Moreland, Sean Arnold, Percy Mason, Patrick Sweet, and Kyle Comerford, along with COO Dawn Wyatt and CIO Patrick Unrath.
– The DiMedio team will report to Michael Outlaw, the New York Metro divisional director.
– Rockefeller aims to leverage the team’s expertise to serve high-net-worth clients, especially in the growing wealth center of Bucks County, Pennsylvania.
– Rockefeller Capital Management oversees $149 billion in client assets across its various business divisions, which include the Global Family Office, Asset Management, and Investment Banking.

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