In his new role, Wareham will be responsible to support the company’s global wealth management service offering as an advisor to high net worth individuals, families and family offices, as well as contribute to the firm’s business development efforts.
He will be based in New York City and will be working with Rockefeller professionals across the organization.
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Prior to joining this company, Wareham has served as a senior managing director for Bernstein Global Wealth Management, a subsidiary of AllianceBernstein L.P.
Most recently, he headed Bernstein Global Wealth Management’s Boston Office for its private client business.
Wareham held various roles, including as a senior portfolio manager and as head of the Wealth Management Group at Bernstein Global Wealth Management.
He has spent 24 years at JPMorgan Chase & Co. in corporate finance, M&A, and underwriting capacities in New York, London, and Tokyo.
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By GlobalDataRockefeller CEO Reuben Jeffery III said that Wareham brings over 35 years of substantial wealth management experience to the firm.
"We look forward to working together with Ray to continue to provide our clients with high-quality wealth advisory and investment management services," he added.
