Rockefeller Global Family Office, the wealth management division of Rockefeller Capital Management, has announced it is expanding its presence in Ohio with the addition of Jones Wealth Partners, headed by Sid Jones, of Boardman. The Jones Wealth Partners team oversees $2.3 billion in assets and advises high-net-worth and ultra-high-net worth individuals and multigenerational families, offering comprehensive wealth management strategies.
      Highly regarded as a leading team in the wealth management industry, they were recognized by Forbes as a Best-in-State Wealth Management Team from 2023-2026.
      The team is led by Private Advisor and Managing Director Jones, who has more than 40 years of experience helping clients navigate complexity and work towards their goals. He was recognized by Barron’s on its Top 1,500 Financial Advisors list from 2010-2026.
      Jones Wealth Partners also includes Private Advisors and Senior Vice Presidents Natalie Lariccia, Quinn Jones and Liam Jones; and Private Advisors and Vice Presidents Dominic Corso and Stefanos Newman, who have all also received numerous industry recognitions.
      “Our clients are looking for one, trusted partner to help them navigate increasing complexity and establish a lasting legacy,” said Michael Outlaw, President of Rockefeller Global Family Office. “With decades of experience meeting the dynamic needs of multigenerational families, executives and business owners, Jones Wealth Partners is an exceptional fit to help us expand into additional key wealth markets in Ohio.”
      In addition to its Private Advisors, the Jones’ team includes Team Chief Operating Officer John Christman, Team Senior Wealth Strategist Sherri Clay, Senior Client Relationship Manager Lisa D’Amico, Client Relationship Associate Tracey Johnson, Investment Strategist Kevin Meek, Operations Manager Ryan McKay, and Client Experience Associates Jennifer Zetts and Kari DeLucia.
      The group maintains a presence in Columbus, Oh. and recently moved into new, local headquarters at 8544 Hickory Hill Dr., serving clients across the state and beyond. They join Rockefeller from Merrill Lynch and will report to Brett Thelander, Northern Regional President of Rockefeller Global Family Office.
      A lifelong resident of Boardman (except for the ten years he spent in Chicago), Sid Jones is one of the founding members of the Boardman Schools Fund for Educational Excellence (BSFEE) endowment. He also helps sponsor several community events; including one of the largest high school cross-country track meets in Ohio, The Spartan Invitational, as well as the Panerathon and the Beatitude House and is also active with Making Kids Count.
      “We are pleased to welcome Jones Wealth Partners and establish a presence in Columbus, a thriving business community,” said Thelander. “Ohio continues to be a growth opportunity for our firm, and we look forward to partnering with this highly-regarded team to bring Rockefeller’s sophisticated solutions and holistic advice to their clients.”
      Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the firm has evolved to offer strategic advice to ultra-and high-net-worth individuals and families, institutions, and corporations from offices in 35 markets throughout the United States, as well as an office in London.
      As of June 30, 2026, the firm was responsible for $224 billion in client assets across its three businesses, Rockefeller Global Family Office, Rockefeller Global Investment Management, and Rockefeller Global Investment Banking.