Rockefeller Global Family Office Expands Chicago Presence with Addition of Two Private Wealth Teams

Rockefeller Global Family Office, the wealth management division of Rockefeller Capital Management ("Rockefeller”), today announced the addition of Rathi Wealth Partners and Singh Wealth Partners, further expanding the firm’s existing presence in Chicago. The firm now has 10 teams headquartered in the greater Chicago area.

Rathi Wealth Partners is led by Private Advisor and Managing Director Raj Rathi, and includes Private Advisor and Vice President Dean Turner, Senior Client Associate and Vice President Stacey Specht, Wealth Manager and Vice President John Clayton Bowers, and Senior Client Associate and Associate Vice President Patrick Gawne. They bring decades of combined experience in delivering highly customized wealth management and investment advisory services to high- and ultra-high-net-worth individuals and families with complex needs.

Singh Wealth Partners is led by Private Advisor and Managing Director Kanwar Singh, and includes Private Advisor and Senior Vice President Steve Coleman, Senior Investment Associate and Senior Vice President Chandra Federle, Senior Client Relationship Manager and Vice President Krishna Vege, and Senior Client Associate and Associate Vice President Savannah Neal. They bring deep expertise guiding high- and ultra-high-net-worth individuals, innovators, entrepreneurs and business owners to build lasting legacies for their families and communities.

Rathi Wealth Partners and Singh Wealth Partners each join Rockefeller from Merrill Lynch Private Wealth Management and will report to Brett Thelander, Northern Divisional Director of Rockefeller Global Family Office.

"Across the country, the need for deeply experienced advisors who can help clients navigate the complexities of wealth continues to grow," said Chris Dupuy, President of Rockefeller Global Family Office. "Rockefeller is meeting this need as we expand our presence in communities across the United States with industry leading Private Advisors and distinct solutions and services."

The broader Rockefeller legacy is deeply rooted in the city of Chicago, marked by philanthropic contributions to the city’s growth in the arts and education, including their role in founding the University of Chicago.

“Chicago is an incredibly vibrant market and a significant hub of innovation across industries, from cutting-edge technology companies to healthcare to manufacturing,” said Thelander. “Raj, Kanwar, and their respective teams are deeply embedded in the community and will play a central role as we continue to grow in this dynamic region.”

To learn more about Rathi Wealth Partners, visit: https://www.rockco.com/rathi-wealth-partners/. For more about Singh Wealth Partners, visit: https://www.rockco.com/singh-wealth-partners/.

About Rockefeller Capital Management

Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 31 markets throughout the United States, as well as an office in London. As of March 31, 2025, the Firm was responsible for $154 billion in client assets across its three businesses, Rockefeller Global Family Office, Rockefeller Asset Management, and Rockefeller Global Investment Banking.

Disclosures:

This material was prepared by Rockefeller Capital Management, solely for informational and educational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy interests in any Rockefeller Capital Management investment vehicle, product or service, and should not be interpreted to constitute a recommendation with respect to any security or investment plan. Although the information provided is carefully reviewed, Rockefeller Capital Management cannot be held responsible for any direct or incidental loss resulting from applying any of the information provided. Forward-looking statements, including those presented herein, are inherently uncertain, as future events may differ materially from those reflected, and past performance is not a guarantee of future performance. No investment strategy can guarantee a profit or protection against losses. Investment decisions should be based on an individual’s investment objectives, risk tolerance, liquidity needs and financial situation. Investing involves risk, including risk of loss. This information may not be copied, reproduced or distributed without Rockefeller Capital Management’s prior written consent. Brokerage and investment advisory services offered by Rockefeller Global Family Office are provided by Rockefeller Financial LLC, which is an SEC registered broker-dealer and investment adviser, member FINRA/SIPC.

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