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 tax-efficient portfolios for high-net-worth families. He’s been registered as an investment advisor since 2002, according to his AdviserInfo profile.

Craig Pollock’s career spans more than 25 years across various financial industry sectors, including a role in launching a technology mutual fund and stints at Berger Mutual Funds and Janus Capital. Meanwhile, Anis Salah brings nearly two decades of experience in finance, with roles ranging from wealth management to operations and auditing.

Earlier this month, Rockefeller announced industry veteran Christopher Kirk as the new managing director and head of investment and client solutions at Rockefeller Capital Management.

That appointment was part of a strategic decision to reorganize and unify its investment solutions and strategic client solutions groups. In February, it added a hefty $1.3 billion book of business from Morgan Stanley as it signed Variant Path Group from Charlotte, North Carolina.