Rockefeller expands California presence with $1B JPMorgan team
Rockefeller is broadening its presence in the West Coast as it takes on a six-person advisory practice that manages nearly $1 billion in assets from J.P. Morgan.
Rockefeller Global Family Office, the wealth division of Rockefeller Capital Management, has announced that it is welcoming Pollock Salah Wealth Partners into its western division.
This expansion, effective in the Bay Area with offices in Walnut Creek and San Francisco, California, marks a significant step in Rockefeller’s strategy to solidify its footprint in hot spots for high-net-worth individuals, particularly in the tech and innovation sectors.
The six-person team – led by private advisors Gary Pollock, his son Craig Pollock, and Anis Salah – is transitioning over from J.P. Morgan Wealth Management, where they managed $966 million in AUM, according to Forbes’ list of 2024 Best-in-State Wealth Management Teams.
They’ll be reporting to Brian Riley, western divisional director at Rockefeller.
“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,” Riley said in a statement.
“Pollock Salah Wealth Partners exemplifies the high-quality and deep experience of the Private Advisors we are continuing to attract to Rockefeller,” said Christopher Dupuy, president of Rockefeller Global Family Office, who cited the group’s “extensive wealth and investment planning knowledge.”
Gary Pollock’s professional background includes founding Bay Isle Financial in 1986 and holding leadership roles at First Republic Investment Management, with extensive experience in creating
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