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Rockefeller & Co. Appoints Karen Wawrzaszek As Managing Director And Senior Advisor

October 12, 2015 8:30 AM EDT

NEW YORK, Oct. 12, 2015 /PRNewswire/ -- Rockefeller & Co., Inc.—a global wealth and investment management firm serving individuals, families, trusts, foundations, endowments and other institutions—announced today the recent hire of Karen Wawrzaszek as a Managing Director and Senior Advisor in the firm's Washington, D.C. office.

Reuben Jeffery, Chief Executive Officer, said: "I am pleased to welcome Karen to Rockefeller & Co.  Karen brings sophisticated planning expertise to families of wealth and deepens our multi-family office delivery model in the D.C. metro area."

Prior to joining Rockefeller, Ms. Wawrzaszek was a Managing Director and head of the Washington, D.C. office for Pitcairn.  Ms. Wawrzaszek, who is a Certified Financial Planner, advises multi-generational families on wealth strategies and investment planning.  She has a dedicated expertise in impact investing.  Prior to Pitcairn, she worked at Citi Private Bank and spent eleven years at U.S. Trust.  Ms. Wawrzaszek graduated from Wichita State University with a BA in Finance.

About Rockefeller & Co., Inc.

Headquartered in New York and with offices in Boston, Washington D.C., Stamford, Connecticut, and Wilmington, Delaware, Rockefeller & Co. provides comprehensive investment and wealth management services to a diversified client base of families, trusts, foundations and endowments and other institutions.  As of June 30, 2015, the firm and its subsidiaries had approximately $43.1 billion* in client assets under administration. For additional information, please visit www.rockco.com.

* This number is as of June 30, 2015 and includes net assets under management of approximately $10.2 billion plus other non-managed assets for which Rockefeller & Co. and/or its subsidiaries provide other services, such as financial planning, administration and/or consulting for open architecture programs or other assignments, consolidated reporting, and tax and accounting. Information management services are provided by Rockit Solutions, LLC.

Media Contact for more information:

Rockefeller & Co., Inc.  Kekst and Company for Rockefeller & Co., Inc.  Michael Herley  + 1 (212) 5214897  [email protected]

To view the original version on PR Newswire, visit:http://www.prnewswire.com/news-releases/rockefeller--co-appoints-karen-wawrzaszek-as-managing-director-and-senior-advisor-300157440.html

SOURCE Rockefeller & Co., Inc.



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