Raymond N. Wareham
Raymond N. Wareham is the Head of Wealth Management Services, Managing Director and Senior Client Advisor of Rockefeller & Co.
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.