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2015-10-02T00:00:00.000Z

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Wrong Raymond Wareham?

Mr. Raymond Wareham N.

Managing Director, Head - Wealth Management Services Group

Rockefeller & Co. , Inc.

Direct 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 use both in-house and third party investment expertise. And we do not engage in brokerage act... more

Find other employees at this company (375)

Background Information

Employment History

Senior Managing Director
Bernstein Global Wealth Management

Affiliations

Board Member
Stanley M. Isaacs Neighborhood Center Inc

Senior Portfolio Manager and Member
Wealth Management Group

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 (17 Total References)


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.


Family Wealth Report -

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.


Family Wealth Report -

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.


Family Wealth Report -

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.


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. 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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