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This profile was last updated on 10/2/15  and contains information from public web pages and contributions from the ZoomInfo community.

Mr. Raymond N. Wareham

Wrong Raymond N. Wareham?

Managing Director, Head - Wealth ...

Phone: (212) ***-****  
Email: r***@***.com
Rockefeller & Co. , Inc.
10 Rockefeller Center
New York , New York 10020
United States

Company Description: We are determined to do what is right for our clients, and to maintain an independent, unbiased view as we strive to make client goals a reality. To that end, we...   more

Employment History

Board Memberships and Affiliations


  • B.S. , Industrial Engineering/Computer Science
    Northwestern University
  • M.B.A.
    Harvard Business School
11 Total References
Web References
Leadership | Rockefeller & Co., 16 Oct 2014 [cached]
Raymond N. Wareham
Raymond N. Wareham is the Head of Wealth Management Services, Managing Director and Senior Client Advisor of Rockefeller & Co. Ray advises high net worth individuals, families and family offices, in addition to working on growth-oriented initiatives for the firm.
Prior to joining Rockefeller & Co. in 2012, Ray was a Senior Managing Director for Bernstein Global Wealth Management. At Bernstein, he served in a number of roles, including as a senior portfolio manager and as head of the Wealth Management Group, which provided investment planning and asset allocation research and advice to clients. Most recently, he headed the Boston Office for the private client business. Ray previously spent twenty-four years at J.P. Morgan in corporate finance, M&A, and underwriting capacities in New York, London, and Tokyo.
Ray received an M.B.A. from Harvard Business School and a B.S. in Industrial Engineering/Computer Science with distinction from Northwestern University. He also served as a Lieutenant in the United States Navy. He is a former Trustee and Board Chair at The Spence School in New York and currently is a Director of The Stanley Isaacs Neighborhood Center.
Stanley M. Isaacs Neighborhood Center, Inc., 3 Sept 2015 [cached]
Ray Wareham
Fall Conference 2010, 12 April 2011 [cached]
Ray Wareham Senior Vice President, Senior Managing Director Bernstein Global Wealth Management
Mr. Wareham was named Senior Managing Director and Head of the Boston office in 2009. Previously, he headed the Wealth Management Group, which provides research, investment planning and asset allocation advice to high-net-worth private clients. Mr. Wareham was a managing director of the New York private client business from 2002 to 2004; he joined the firm in 1999 as a senior portfolio manager and member of the Investment Policy Group in US Value Equities. Before joining Bernstein, Mr. Wareham worked for 24 years at J.P. Morgan, where he was a managing director and served as co-head of the Americas Mergers & Acquisitions Group, and as head of the North American Banking Industry Group. Earlier, he was an executive director of capital markets in London and was head of corporate-client activities in Tokyo. Mr. Wareham earned a BS in computer science and industrial engineering (with distinction) from Northwestern University and an MBA from Harvard Business School. He served as an officer in the US Navy. Mr. Wareham is a life trustee and past president of the board of trustees of The Spence School in New York.
Spence School: About Spence » Trustees, 9 July 2009 [cached]
Raymond N. Wareham
New York-headquartered Rockefeller ... [cached]
New York-headquartered Rockefeller Financial, a global wealth and investment firm, has brought in Raymond Wareham as a managing director and senior client advisor to high net worth individuals, families and family offices.
Based in New York City, Wareham will work with other Rockefeller professionals across the organization, while also contributing to the firm's business development.
Prior to joining Rockefeller, Wareham was a senior managing director at Bernstein Global Wealth Management, a subsidiary of AllianceBernstein. During his time there, he served in a number of roles including as a senior portfolio manager and as head of the wealth management group, which provides investment planning and asset allocation research and advice to clients. Most recently, he headed the firm's Boston, MA, office for the private client business.
Previously, he spent 24 years at JP Morgan Chase & Co in corporate finance, M&A, and in underwriting capacities across New York, London and Tokyo.
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