Rockefeller & Co. Appoints Karen Wawrzaszek As Managing Director And Senior Advisor
NEW YORK, Oct. 12, 2015 /PRNewswire/ -- Rockefeller & Co., Inc.—a global wealth and investment management firm serving individuals, families, trusts, foundations, endowments and other institutions—announced today the recent hire of Karen Wawrzaszek as a Managing Director and Senior Advisor in the firm's Washington, D.C. office.
Reuben Jeffery, Chief Executive Officer, said: "I am pleased to welcome Karen to Rockefeller & Co. Karen brings sophisticated planning expertise to families of wealth and deepens our multi-family office delivery model in the D.C. metro area."
Prior to joining Rockefeller, Ms. Wawrzaszek was a Managing Director and head of the Washington, D.C. office for Pitcairn. Ms. Wawrzaszek, who is a Certified Financial Planner, advises multi-generational families on wealth strategies and investment planning. She has a dedicated expertise in impact investing. Prior to Pitcairn, she worked at Citi Private Bank and spent eleven years at U.S. Trust. Ms. Wawrzaszek graduated from Wichita State University with a BA in Finance.
About Rockefeller & Co., Inc.
Headquartered in New York and with offices in Boston, Washington D.C., Stamford, Connecticut, and Wilmington, Delaware, Rockefeller & Co. provides comprehensive investment and wealth management services to a diversified client base of families, trusts, foundations and endowments and other institutions. As of June 30, 2015, the firm and its subsidiaries had approximately $43.1 billion* in client assets under administration. For additional information, please visit www.rockco.com.
* This number is as of June 30, 2015 and includes net assets under management of approximately $10.2 billion plus other non-managed assets for which Rockefeller & Co. and/or its subsidiaries provide other services, such as financial planning, administration and/or consulting for open architecture programs or other assignments, consolidated reporting, and tax and accounting. Information management services are provided by Rockit Solutions, LLC.
Media Contact for more information:
Rockefeller & Co., Inc.
Kekst and Company for Rockefeller & Co., Inc.
Michael Herley
+ 1 (212) 5214897
[email protected]
SOURCE Rockefeller & Co., Inc.
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