Integrated financial advisory firm Rockefeller Capital Management has appointed industry veteran Brian Riley as the Head of its San Francisco Office and Managing Director of its Pacific Northwest Division for Rockefeller Private Wealth Management.In his role, Riley will be responsible for leading and expanding Rockefeller’s business and stable of elite Private Wealth Advisor teams in the Pacific Northwest. Riley will report to Chris Dupuy, National Field Director for Rockefeller Private Wealth Management.
“Delivering unparalleled service to our clients demands that we attract the top talent in the private wealth space to Rockefeller,” says Dupuy. “Brian is part of that elite talent segment and we are very excited to have him as part of our team.”
“The leadership team at Rockefeller has established a premiere, scalable Private Wealth practice that offers a differentiated experience for ultra-high net worth clients and advisors,” adds Riley. “I’m looking forward to joining one of the industry’s most exciting companies, and to contributing to its tremendous momentum.”
Riley’s appointment continues Rockefeller’s trend of attracting key leadership talent and top advisors. In the first Quarter of 2020, Rockefeller’s Private Wealth business added 11 new advisor teams and has continued to recruit aggressively for existing and planned offices across the country.
Riley joins Rockefeller from boutique investment firm First Republic Bank, where he served as an Executive Vice President on the Private Wealth Management team, catering to high net worth individuals. He began his career at Merrill Lynch as a Financial Advisor, and later held a variety of leadership positions including Regional Managing Director for the Private Banking and Investment Group. He received his undergraduate degree from Boston University and holds an Advanced Management Degree from Harvard Business School.