Rockefeller Global Family Office (“Rockefeller”), the wealth management division of Rockefeller Capital Management, today announced that Angela Mwanza and Jordan Powell, two of the industry’s preeminent private wealth advisors, and their four-person team, Oryx Legacy Partners, have joined the firm.
Mwanza, a Managing Director and Private Advisor, has over 23 years of experience advising ultra-high-net-worth families on sophisticated strategies at the intersection of family, finance, and philanthropy. She executes investment strategies with a focus on managing risk, liquidity, and is one of the earliest advisors to embrace sustainable and impact investments. She joins Rockefeller from UBS Private Wealth Management where she spent 15 years as a Private Wealth Advisor and one of a select few Family Office Consultants. Prior, she served as a Private Banker at Lehman Brothers Private Investment Management, and Fleet Private Client Services after beginning her financial services career at J.P. Morgan Private Bank (Morgan Guaranty Trust). She earned an M.B.A. from Johnson Graduate School of Management at Cornell University and an M.A. in Linguistics from the University of Konstanz, Germany.
Mwanza serves on the Board of Directors of Jumia, a for profit e-commerce platform operating in Africa, and is also on the Board of Directors of Summit Junto, LLC. She is the Chair of the Cornell S.C. Johnson College of Business College Leadership Council and is on the Board of Directors of Grace Farms Foundation, as well as Project Drawdown which focuses on climate solutions. She also serves on Pharrell’s YELLOW Advisory Council.
Powell brings over 17 years of experience in financial services. Prior to Rockefeller, he joined UBS Private Wealth Management from BNP Paribas where he was a Vice President in Global Equities, Commodities and Derivatives. He holds a B.A. from Indiana University and an M.B.A. from New York University's Stern School of Business. Powell holds the Chartered Financial Analyst® designation.
Mwanza and Powell are joined by Private Advisor Mimi Kuo-Chin Shih.
Shih has nine years of experience in the industry holding roles at UBS Private Wealth Management and CIBC Wood Gundy in Vancouver, Canada, where she advised high-net-worth individuals on tax advantaged investing, non-resident investing, and structured products. She holds a B.S. from the University of Southern California and an M.B.A from the University of Toronto.
“Angela and her team are widely recognized as being among the industry’s leading purpose-driven wealth management professionals, and we are pleased to welcome them to Rockefeller,” said Christopher Dupuy, Co-President of Rockefeller Global Family Office.
“The team’s extensive experience as trusted advisors helping business owners, investors, and their families navigate the complexities of wealth strengthens our ability to attract and serve clients in the New York Metro region and beyond,” added Michael Outlaw, National Field Director of Rockefeller Global Family Office.
Oryx Legacy Partners also includes Wenyi “Jason” Wang, CFA, Vice President and Wealth Manager; Przemyslaw “Shem” Filipek, Associate Vice President and Wealth Manager; and Allissa Purkey, Senior Client Associate.
To learn more about Oryx Legacy Partners, visit: https://rcm.rockco.com/oryx-legacy-partners/.
About Rockefeller Capital Management
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 46 locations across the United States and one in London. As of March 31, 2023, the Firm was responsible for over $100 billion in client assets across its three businesses, Rockefeller Global Family Office, Rockefeller Asset Management, and Rockefeller Strategic Advisory.
View source version on businesswire.com: https://www.businesswire.com/news/home/20230811034660/en/
