Titus Wealth Partners, a trio of wealth advisers formerly at JP Morgan, has joined the Rockefeller Global Family Office as part of the firm’s efforts to expand in Boston.
The Boston-based Titus team is led by 30-year wealth management veteran Jeff Titus, alongside Daniel O’Neill and Haley Pink. Titus will now be a managing director at Rockefeller, with O’Neill joining as team chief investment officer and vice president and Pink becoming team chief wealth strategist. They will report to Brett Thelander, northern divisional director at Rockefeller.
“Titus Wealth Partners brings deep expertise in providing multigenerational clients with individualized service at every stage of wealth. We are pleased to partner with Jeff, Daniel and Haley as we continue to expand our presence in the greater Boston area," said Thelander.
The Rockefeller Global Family Office is the family office services division of Rockefeller Capital Management, which had a $3 billion valuation last year. The wealth management giant has recently increased its presence in sports investing while adding advisory teams in the Bay Area and Southeast.