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Paget Wealth Partners at Rockefeller Global Family Office
Helping successful families make thoughtful financial decisions. At Paget Wealth Partners, we combine the personalized attention of a boutique advisory team with the capabilities of Rockefeller Global Family Office. We work alongside entrepreneurs, executives, business owners, and multi-generational families as they navigate the decisions that come with success. From everyday questions to major life transitions, we provide the guidance, planning, investment expertise, and family office resources needed to move forward with confidence Our goal is simple: to help clients simplify complexity, make better decisions, and align their wealth with what matters most.
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Paget Wealth Partners at Rockefeller Global Family Office's headquarter address
Line 1:
10 rockefeller plaza, new york, new york, united states
Line 2:
10 Rockefeller Plaza
Paget Wealth Partners at Rockefeller Global Family Office's industries
Financial Services
Paget Wealth Partners at Rockefeller Global Family Office's technology
Wealth Management & Family Office Services
Business Succession & Liquidity Event Planning
Access to Exclusive Private Market Investment Opportunities
Lifestyle Advisory & Concierge Services
Concentrated Stock Position Management
Intergenerational Wealth Transfer and Legacy Planning
People working at Paget Wealth Partners at Rockefeller Global Family Office
JF
Joe Ferlisi
Managing Director - Chief Information Officer
New York, New York, United States
SI
Sanjeevan Iswara
Managing Director, Deputy Chief Operating Officer
New York, New York, United States
EC
Eric Konigsberg, FRM, PRM, CPM
Managing Director, Chief Operating Officer of Rockefeller Asset Management
New York, New York, United States
CC
Casey Clark, CFA
Managing Director, Deputy CIO, Global Head of ESG Investments, and Portfolio Manager
New York, New York, United States
TG
Tracy A. Gravius
Vice President, Divisional Operations Director
New York, New York, United States
AS
Avery Sheffield
Co-Founder, CIO, and Senior Portfolio Manager of VantageRock at Rockefeller Capital Management
New York, New York, United States
J(
Jennifer Tsahalis (Matthews)
Senior Vice President
New York, New York, United States
JM
Joe Martella
Managing Director - Head of Technology Support & Services
New York, New York, United States
JW
Janet Welch
Managing Director, Chief Operating Officer
New York, New York, United States
EM
Ed Moriarty
Chief Financial Officer
New York, New York, United States
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