Rockefeller Global Family Office has added Jones Wealth Partners, a veteran wealth management team from Merrill Lynch, establishing a new office in Columbus, Ohio. The move expands Rockefeller’s presence in Ohio, where the firm already maintains offices in Cincinnati and Cleveland.
Jones Wealth Partners advises high-net-worth and ultra-high-net-worth individuals and multigenerational families on comprehensive wealth management strategies.
The team is led by Private Advisor and Managing Director Sidney Jones, who brings more than 40 years of experience working with wealthy families and individuals.
Jones Wealth Partners also includes 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 broader team includes Chief Operating Officer John Christman, Senior Wealth Strategist Sherri Clay, Senior Client Relationship Manager Lisa D’Amico, Client Relationship Associate Tracey Johnson, Investment Strategist Kevin Meek, Operations Manager Ryan McKay, and Client Experience Associates Jennifer Zetts and Kari DeLucia.
The group maintains a presence in Columbus and Canfield, Ohio, and serves clients throughout the state and elsewhere.
At Rockefeller, Jones Wealth Partners will report to Brett Thelander, Northern Regional President of Rockefeller Global Family Office.
Rockefeller said the addition supports its strategy of expanding into important U.S. wealth markets while adding experienced teams that serve multigenerational families, business owners and executives.
The Columbus office also gives Jones Wealth Partners access to Rockefeller’s broader family office platform and capabilities for clients facing increasingly complex planning, investment and legacy needs.
Rockefeller Capital Management was established in its current form in 2018 and traces its roots to the family office of John D. Rockefeller, founded in 1882.
The firm operates across Rockefeller Global Family Office, Rockefeller Global Investment Management and Rockefeller Global Investment Banking.
As of June 30, 2026, Rockefeller Capital Management was responsible for approximately $224 billion in client assets and operated from 35 U.S. markets as well as London.
KEY QUOTES:
“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.”
Michael Outlaw, President of Rockefeller Global Family Office
“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.”
Brett Thelander, Northern Regional President of Rockefeller Global Family Office
