Rockefeller Global Family Office expands to Bucks County with DiMedio Wealth Partners
DiMedio Wealth Partners is pleased to announce they have joined Rockefeller Global Family Office, marking the firm’s presence in Bucks County and expanding its ability to deliver unparalleled wealth management services to its growing base of discerning clients.
The DiMedio Wealth Partners team, comprising of 16 dedicated professionals, is led by Managing Director and Private Advisor Chris DiMedio. The team includes Senior Vice Presidents and Private Advisors Jonathan Battillo, Anthony Ferrandino, and Sean Moreland, along with Vice Presidents and Private Advisors Sean Arnold, Percy Mason, Patrick Sweet, and Kyle Comerford.
Bringing together the unique promise of the Rockefeller legacy with a culture of innovation, Rockefeller Global Family Office is a trusted advisor to some of the world’s most successful entrepreneurs, innovators, visionaries and their families, as they look to navigate modern challenges. Rockefeller seeks to provide a contemporary and seamless model for integrating private wealth and family office services–one that is tailored to provide their clients individualized service to meet their dynamic needs at every stage of wealth.
“Chris and the DiMedio Wealth Partners team bring a wealth of expertise, experience, and client focus to Rockefeller,” said Chris Dupuy, President of Rockefeller Global Family Office. “We look forward to working with them to deliver the distinct capabilities of our platform and our people to current and prospective clients across the United States.”
For over seven generations, members of the Rockefeller family have navigated change and seized opportunity. With the addition of DiMedio Wealth Partners to Rockefeller Global Family Office, clients will find a vast network of access, relationships, and opportunities well worth exploring.
For more information about Rockefeller Global Family Office, locating at 4 Caufield Place, Suite 101 in Newtown, visit www.rockco.com/dimedio-wealth-partners/.