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2016-08-22T00:00:00.000Z

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Wrong Raymond Wareham?

Mr. Raymond N. Wareham

Managing Director, Head - Wealth Management Services Group

Rockefeller & Co. , Inc.

Direct Phone: (212) ***-****       

Email: r***@***.com

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Rockefeller & Co. , Inc.

10 Rockefeller Plaza Floor 3

New York, New York 10020

United States

Company Description

Rockefeller & Co. traces its roots back to 1882, when John D. Rockefeller established one of the world's first family offices to manage his financial legacy. Today Rockefeller & Co. provides comprehensive investment and wealth management services to a div ... more

Find other employees at this company (336)

Background Information

Employment History

Roles

Bernstein Global Wealth Management

Lieutenant

US Navy

Affiliations

Trustee and Board Chair
The Spence School

Senior Portfolio Manager and Member
Investment Policy Group

Education

B.S.

Industrial Engineering/Computer Science

Northwestern University

M.B.A.

Harvard Business School

Web References (20 Total References)


Rockefeller & Co. :: Wealth Advisory

www.rockco.com [cached]

Raymond N. Wareham Managing Director, Head of Wealth Advisory

Raymond N. Wareham is the Head of Wealth Advisory, 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, and is a member of Heads Council at The Spence School in New York and currently is an advisor to The Stanley Isaacs Neighborhood Center.
...
Raymond N. Wareham Managing Director, Head of Wealth Advisory
...
Raymond N. Wareham is the Head of Wealth Advisory, 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, and is a member of Heads Council at The Spence School in New York and currently is an advisor to The Stanley Isaacs Neighborhood Center.
...
Raymond N. Wareham Managing Director, Head of Wealth Advisory
...
Raymond N. Wareham is the Head of Wealth Advisory, 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, and is a member of Heads Council at The Spence School in New York and currently is an advisor to The Stanley Isaacs Neighborhood Center.
...
Raymond N. Wareham Managing Director, Head of Wealth Advisory
Raymond N. Wareham is the Head of Wealth Advisory, 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, and is a member of Heads Council at The Spence School in New York and currently is an advisor to The Stanley Isaacs Neighborhood Center.
...
Raymond N. Wareham Managing Director, Head of Wealth Advisory
...
Raymond N. Wareham is the Head of Wealth Advisory, 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, and is a member of Heads Council at The Spence School in New York and currently is an advisor to The Stanley Isaacs Neighborhood Center.
...
Raymond N. Wareham Managing Director, Head of Wealth Advisory
...
Raymond N. Wareham is the Head of Wealth Advisory, 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, and is a member of Heads Council at The Spence School in New York and currently is an advisor to The Stanley Isaacs Neighborhood Center.


Raymond N. ...

www.rockco.com [cached]

Raymond N. Wareham Managing Director, Head of Wealth Advisory

Raymond N. Wareham is the Head of Wealth Advisory, 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, and is a member of Heads Council at The Spence School in New York and currently is an advisor to The Stanley Isaacs Neighborhood Center.
...
Raymond N. Wareham Managing Director, Head of Wealth Advisory
...
Raymond N. Wareham is the Head of Wealth Advisory, 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, and is a member of Heads Council at The Spence School in New York and currently is an advisor to The Stanley Isaacs Neighborhood Center.
...
Raymond N. Wareham Managing Director, Head of Wealth Advisory
...
Raymond N. Wareham is the Head of Wealth Advisory, 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, and is a member of Heads Council at The Spence School in New York and currently is an advisor to The Stanley Isaacs Neighborhood Center.


Leadership | Rockefeller & Co.

www.rockco.com [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.


Rockefeller Financial has ...

www.pammagazine.com [cached]

Rockefeller Financial has named Raymond Wareham as managing director and senior client advisor, responsible for supporting the firm's global wealth management services offering to high-net-worth individuals, families and family offices.


New York-headquartered Rockefeller ...

www.fwreport.com [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. 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.

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