Rockefeller Global Family Office has deepened its footprint in Ohio by bringing in Jones Wealth Partners and setting up an office in Columbus.
Jones Wealth Partners works with high-net-worth and ultra-high-net-worth clients, as well as multigenerational families, on wealth management matters.
Access deeper industry intelligence
Experience unmatched clarity with a single platform that combines unique data, AI, and human expertise.
The practice is headed by private advisor and managing director Sidney Jones, who has more than 40 years of experience advising clients on complex financial issues and long-term objectives.
Other members of the advisory team are private advisors and senior vice presidents Natalie Lariccia, Quinn Jones and Liam Jones, along with private advisors and vice presidents Dominic Corso and Stefanos Newman.
The team has offices in Columbus and Canfield, Ohio, and serves clients within the state and elsewhere.
The advisers are joining from Merrill Lynch and will report to Brett Thelander, Northern regional president of Rockefeller Global Family Office.
Thelander said: “We are pleased to welcome Jones Wealth Partners and establish a presence in Columbus, a thriving business community. Ohio continues to be a growth opportunity for our firm, and we look forward to partnering with this highly-regarded team to bring Rockefeller’s sophisticated solutions and holistic advice to their clients.”
Within Ohio, Rockefeller Global Family Office also operates from Cincinnati and Cleveland.
It is the wealth management unit of Rockefeller Capital Management.
Rockefeller Global Family Office president Michael Outlaw said: “Our clients are looking for one, trusted partner to help them navigate increasing complexity and establish a lasting legacy. With decades of experience meeting the dynamic needs of multigenerational families, executives and business owners, Jones Wealth Partners is an exceptional fit to help us expand into additional key wealth markets in Ohio.”
Rockefeller Capital Management was set up in 2018 as an independent financial advisory services company.
The business traces its roots to 1882, when it was founded as the family office of John D. Rockefeller.
It now advises ultra-high-net-worth and high-net-worth individuals and families, institutions and companies from 35 locations across the US, in addition to a London office.
As of 30 June 2026, it oversaw $224bn in client assets across Rockefeller Global Family Office, Rockefeller Global Investment Management and Rockefeller Global Investment Banking.
