Rockefeller Global Family Office (the wealth management division of Rockefeller Capital Management) announced the expansion of its Western Division with the addition of Pollock Salah Wealth Partners, co-located in Walnut Creek and San Francisco, California. The San Francisco Bay Area has one of the highest concentrations of ultra-wealthy individuals in the US.
Headed by Private Advisors Gary Pollock, Craig Pollock, and Anis Salah, the six-person group joins Rockefeller from J.P. Morgan Wealth Management. This team will report to Brian Riley, Western Divisional Director, and includes Financial Analyst Annette Smith, Senior Client Associate Maryann Jensen, and Registered Client Associate Ethan Huang.
Gary Pollock was the co-founder and president of Bay Isle Financial in 1986, where he managed the operations and investment process for individual clients. And in 2004, he joined First Republic Investment Management and has decades of experience developing tax-efficient, customized portfolios for high-net-worth families. Previously, Gary worked for nearly 20 years in financial, management, and planning roles at Chevron. Active in the community, Gary was a founding board member of the Presidio School of Management and has served on the boards of several local arts and education groups. And he holds a Ph.D., master’s, and bachelor’s degrees in chemical engineering from McMaster University.
Craig Pollock has 25+ years of diverse financial industry experience at Rockefeller. Before joining JP Morgan and First Republic, he started his career at Bay Isle Financial as an Equity Research Analyst and later helped launch a technology mutual fund. And he has also previously managed client service departments, operations, trading, and technology, including stops at Berger Mutual Funds and Janus Capital Group.
Anis Salah has nearly 20 years of experience in finance. And during his tenure at JP Morgan and First Republic, he held multiple roles across the wealth management spectrum, including Associate Wealth Manager, Senior Client Service Associate, Senior Operations Specialist, and Operations Analyst. And he was also previously employed as an Internal Auditor at World Savings Bank.
KEY QUOTES:
“We are pleased to welcome Gary, Craig, Anis, and their team to Rockefeller’s Western Division. Their dedication to client service and tailoring strategies around the dynamic needs that unfold over every stage of wealth will enhance our ability to deliver the Rockefeller experience to investors, entrepreneurs, and families across the Bay Area and beyond.”
– Brian Riley
“Pollock Salah Wealth Partners exemplifies the high-quality and deep experience of the Private Advisors we are continuing to attract to Rockefeller. This team brings extensive wealth and investment planning knowledge, and we look forward to partnering with its members to deliver the Rockefeller platform of innovative solutions to a growing base of discerning clients.”
– Christopher Dupuy, President of Rockefeller Global Family Office
