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This profile was last updated on 7/29/14  and contains information from public web pages and contributions from the ZoomInfo community.

Mr. Raymond N. Wareham

Wrong Raymond N. Wareham?

Head of Wealth Management Service...

Rockefeller & Co. , Inc.
30 Rockefeller Plaza
New York, New York 10112
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
Background

Employment History

Board Memberships and Affiliations

Education

  • B.S. , Industrial Engineering/Computer Science
    Northwestern University
  • M.B.A.
    Harvard Business School
12 Total References
Web References
Leadership | Rockefeller & Co.
www.rockco.com, 23 May 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.
www.isaacscenter.org, 9 Oct 2014 [cached]
Ray Wareham
Fall Conference 2010
www.acgboston.org, 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.
Leadership | Rockefeller & Co.
www.rockefellerfinancial.com, 4 Feb 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 oversees many of the client-facing activities for the firm, and advises high net worth families and family offices, as well as foundations and endowments. ?
Prior to joining Rockefeller in 2012, Ray was a Senior Managing Director for Bernstein Global Wealth Management.
...
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.
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