Jones Wealth Partners joined Rockefeller Global Family Office from Merrill with about $2.1 billion in assets, anchoring Rockefeller’s new Columbus office while keeping a presence in Canfield.
Sidney Jones leads the multigenerational team, which serves high-net-worth and ultra-high-net-worth families and includes private advisors Natalie Lariccia, Quinn Jones, Liam Jones, Dominic Corso and Stefanos Newman.
The move gives Rockefeller four Ohio locations alongside Cincinnati and Cleveland, as executives cite Columbus’s business base and Ohio’s wealth markets as a growth opportunity.
The Columbus expansion follows Rockefeller’s May entry into Naples, Florida, and comes after its June plan to build an AI-enabled wealth management platform with Anthropic’s Claude.