Rockefeller Financial Announces New Senior Executives
Bruce Lombardi Joins as Senior Investment Advisor
Pamela Murray Joins as SVP, Business Development and Client Relations
NEW YORK, Oct. 11, 2011 /PRNewswire/ -- Rockefeller Financial ("Rockefeller")—a global wealth and investment management firm serving individuals, families, trusts, foundations, nonprofits and other institutions—announced today the recent hire of two new senior executives. Bruce Lombardi joined Rockefeller as a Senior Investment Advisor and will work closely with clients to design customized investment programs. In addition, Pamela Murray joined as Senior Vice President, Business Development and Client Relations, and will be responsible for developing new relationships and assisting with client service. Bruce will be based in New York and Pam in Boston.
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Reuben Jeffery, Chief Executive Officer, said, "I am very pleased to welcome Bruce and Pam to Rockefeller. Bruce brings more than 20-years of investment management experience to our team. Pam has a proven track record within the wealth management industry as a business development officer and client services professional. Each of these professionals has the financial services acumen, client focus and experience that make them an ideal fit for Rockefeller and the clients we serve each day."
Mr. Lombardi was most recently a First Vice President and Senior Portfolio Manager with Merrill Lynch's Private Banking and Investment Group. Previously, he was a Managing Director and Senior Wealth Manager for JP Morgan Chase where during a 18-year career he delivered investment, wealth advisory, trust administration, estate planning, lending and liquidity management advice to clients, and also managed client portfolios and participated in new business efforts. Mr. Lombardi received an MBA in International Trade and Investment Analysis from The George Washington University School, as well as a BA in History.
Ms. Murray was most recently a Principal and Business Development Officer with Bessemer Trust Company, where she led the client-acquisition strategy and sales team for New England. Prior to this, Ms. Murray was a Senior Vice President at Fidelity Investments. During her sixteen years at Fidelity, Ms. Murray rose through a progression of roles with growing responsibility across the firm, working closely with sales, client service, and internal operations teams to serve the needs of high-net-worth families. Ms. Murray earned a BA from the College of Arts and Sciences at Georgetown University, and participated in the SIA Program at The Wharton School, University of Pennsylvania.
About Rockefeller Financial
Headquartered in New York and with offices in Boston, Washington D.C., Stamford, Connecticut, and Wilmington, Delaware, Rockefeller Financial is a global wealth management firm that provides comprehensive wealth and investment management services to a diversified client base of individuals, families, trusts, foundations and other institutions.
Rockefeller Financial provides access to best-in-class solutions and comprehensive services through four business groups: Rockefeller Wealth Advisors, Rockefeller Asset Management, Rockefeller Capital Partners, and Rockit® Solutions. Rockefeller Financial was incorporated in 1979 and registered with the Securities and Exchange Commission in 1980 as an investment adviser. Rockefeller Financial is the trade name used by Rockefeller & Co., Inc. Products and services may be provided by various subsidiaries of Rockefeller & Co., Inc. As of September 30, 2011, the firm and its subsidiaries had approximately $30 billion in assets under administration.
Media Inquiries:
Michael Herley, +1-212-521-4897, [email protected]
SOURCE Rockefeller Financial
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