Rockefeller & Co, a US-based investment and wealth management firm, has named Charles Willauer as new senior vice president.
Based in Boston, Willauer will work with high-net-worth families and institutions.
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Willauer joined Rockefeller & Co from Windhaven Investment Management, where he served as senior managing director advising private clients and institutions.
Prior to this, he held business development roles with Fleet Boston Financial, TrueBridge Financial, and Separation Technologies.
Reuben Jeffery, CEO of Rockefeller & Co, said: "I am pleased to welcome Charlie to Rockefeller & Co. Charlie is a seasoned wealth management professional, with a demonstrated record of client service and investment knowledge. He is a valuable addition to the Rockefeller & Co. team."
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