Rockefeller Capital Management has expanded its family office division with the acquisition of DiMedio Wealth Partners, a 16-person Pennsylvania-based team that joins from Merrill Lynch.
DiMedio Wealth Partners is in Newtown near Philadelphia. The group is led by Chris DiMedio, who will now serve as private adviser and managing director at the Rockefeller Global Family Office. He previously was a managing director with Merrill Lynch and was named to Barron’s Top 1,200 Financial Advisor list for 2024 as well as Forbes’ Best-in-State Wealth Advisors list for seven years, from 2018 to 2024.
“Bucks County is one of the fastest-growing wealth centers in Pennsylvania, making it a highly sought-after market,” said Michael Outlaw, the New York metro divisional director at the Rockefeller Global Family Office. “DiMedio Wealth Partners brings deep ties to both this community and their clients across the country and are exceptionally suited to guide high- and ultra-high-net-worth individuals and families across every stage of wealth and complexity.”
Rockefeller Capital Management oversees more than $149 billion in client assets. The firm has actively added family-office-focused wealth advisers, with moves this year to bring on teams from Boston, the Bay Area, and North Carolina.