Rockefeller Global Family Office Expands Chicago Footprint with Strategic Addition of Rathi and Singh Wealth Partners
In a significant move that underscores Rockefeller Global Family Office’s continued commitment to growth and excellence in personalized wealth management, the firm has announced the addition of two highly respected private wealth advisory teams—Rathi Wealth Partners and Singh Wealth Partners—to its expanding operations in Chicago. This strategic expansion brings the number of Rockefeller advisory teams headquartered in the greater Chicago area to ten, deepening the firm’s presence in one of the country’s most economically vibrant and culturally rich metropolitan regions.
Strengthening an Established Footprint
Rockefeller Global Family Office, the wealth management division of Rockefeller Capital Management, continues to build on its mission to serve high-net-worth and ultra-high-net-worth clients through a deeply personalized, legacy-minded approach. By welcoming Rathi Wealth Partners and Singh Wealth Partners, the firm is reinforcing its position in Chicago, a city that has long held significance within the Rockefeller legacy, dating back to the family’s foundational support for the University of Chicago and other cornerstone institutions.
“Chicago is an incredibly vibrant market and a significant hub of innovation across industries, from cutting-edge technology companies to healthcare to manufacturing,” said Brett Thelander, Northern Divisional Director of Rockefeller Global Family Office. “Raj, Kanwar, and their respective teams are deeply embedded in the community and will play a central role as we continue to grow in this dynamic region.”
A Closer Look at the New Teams
The two newly added teams join Rockefeller from Merrill Lynch Private Wealth Management, bringing with them a robust set of skills, decades of combined experience, and a client-first ethos that aligns seamlessly with Rockefeller’s values.
Rathi Wealth Partners
Led by Private Advisor and Managing Director Raj Rathi, Rathi Wealth Partners includes Private Advisor and Vice President Dean Turner, Senior Client Associate and Vice President Stacey Specht, Wealth Manager and Vice President John Clayton Bowers, and Senior Client Associate and Associate Vice President Patrick Gawne.
Together, this team brings a legacy of thoughtful, strategic, and highly tailored financial guidance. Their focus centers on high- and ultra-high-net-worth individuals and families, many of whom have complex and multigenerational financial needs. Their services include comprehensive investment advisory, wealth transfer planning, estate structuring, and philanthropic consulting.
“Our philosophy has always been rooted in building deep, long-term relationships with clients,” said Raj Rathi. “We are proud to join Rockefeller, where the commitment to fiduciary excellence and sophisticated wealth solutions allows us to deliver the next level of service.”
Singh Wealth Partners
Similarly, Singh Wealth Partners, led by Private Advisor and Managing Director Kanwar Singh, brings a wealth of knowledge and a distinguished client base to Rockefeller. The team also includes Private Advisor and Senior Vice President Steve Coleman, Senior Investment Associate and Senior Vice President Chandra Federle, Senior Client Relationship Manager and Vice President Krishna Vege, and Senior Client Associate and Associate Vice President Savannah Neal.
Singh and his team specialize in guiding affluent families, entrepreneurs, and business owners through the intricate processes of wealth accumulation, preservation, and legacy planning. Their strength lies in combining disciplined financial planning with a client-centric approach that takes into account the personal values and goals of each client.
“We view our work as helping clients build a legacy that reflects their vision for the future,” said Kanwar Singh. “Rockefeller’s culture of innovation, collaboration, and integrity is exactly the kind of environment in which we can thrive and continue to deliver tremendous value to those we serve.”
The Strategic Importance of Chicago
Chicago holds a unique place in the broader strategy of Rockefeller Capital Management. As the third-largest city in the United States and a financial powerhouse in its own right, the Chicago metro area offers enormous opportunity for growth in the wealth management space. With a diverse economy supported by sectors such as finance, healthcare, technology, real estate, and law, the city is home to a large population of affluent individuals, family offices, and business leaders in need of tailored advisory services.
Chris Dupuy, President of Rockefeller Global Family Office, emphasized the growing demand for high-touch, sophisticated advisory teams across the country and how Rockefeller is answering that call with purpose.
“Across the country, the need for deeply experienced advisors who can help clients navigate the complexities of wealth continues to grow,” said Dupuy. “Rockefeller is meeting this need as we expand our presence in communities across the United States with industry-leading private advisors and distinct solutions and services.”
By continuing to invest in cities like Chicago and partnering with teams that are well-versed in the nuances of local markets, Rockefeller is ensuring that it not only meets its clients where they are, but also provides them with the insights and capabilities necessary for long-term financial success.
Cultural Fit and Alignment of Values
One of the key reasons both Rathi Wealth Partners and Singh Wealth Partners chose to join Rockefeller was the strong cultural alignment and shared commitment to building enduring relationships. Rockefeller’s open architecture platform, backed by institutional-quality resources, enables advisors to craft strategies that are uniquely suited to each client’s circumstances.
Both teams are known for their comprehensive approach, which includes estate planning, tax optimization, risk management, philanthropic planning, and coordination with outside legal and accounting professionals. These services are delivered with a strong emphasis on integrity, transparency, and trust—principles that Rockefeller has championed for generations.
Looking Ahead
As Rockefeller Global Family Office continues to grow across the United States, its expansion in Chicago marks more than just a geographic milestone—it represents a strategic alignment with advisory teams that exemplify excellence, client advocacy, and legacy stewardship.
The addition of Rathi and Singh Wealth Partners not only enhances Rockefeller’s capabilities but also signals its unwavering commitment to being a premier destination for top-tier talent in the wealth management industry.
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 offices in 31 markets throughout the United States, as well as an office in London. As of March 31, 2025, the Firm was responsible for $154 billion in client assets across its three businesses, Rockefeller Global Family Office, Rockefeller Asset Management, and Rockefeller Global Investment Banking.
