Ah-Ha Moment: Raymond N. Wareham, Vice Chairman and Senior Client Advisor, Rockefeller Capital Management
Explore the world of investment management with Ray Wareham, head of Wealth Management Services, Managing Director & Senior Client Advisor of Rockefeller & Co. Mr. Wareham advises high net worth individuals, families and family offices, in addition to working on growth-oriented initiatives for the firm. Are you interested in a career in the financial sector? Mr. Wareham will provide insights, advice and experiential knowledge that will help you advance your professional goals.
Mr. Raymond N. Wareham, also known as Ray, serves as the Head of Wealth Management Services, Managing Director, and Senior Client Advisor of Rockefeller & Co., Inc. Mr. Wareham advises high net worth individuals, families and family offices, in addition to working on growth-oriented initiatives for the firm. He joined the firm in 2012. Prior to joining the firm, Mr. Wareham served as a Senior Managing Director at Bernstein Global Wealth Management. During his tenure at Bernstein Global Wealth Management, he served in a number of roles, including as a Senior Portfolio Manager and as Head of the Wealth Management Group, which provided investment planning and asset allocation research and advice to clients. More recently, Mr. Wareham headed Bernstein Global Wealth Management’s Boston Office for its private client business. Previously, he spent twenty-four years at JPMorgan Chase & Co. in corporate finance, M&A, and underwriting capacities. Mr. Wareham also served as a Lieutenant in the United States Navy. He is a Director of The Stanley M. Isaacs Neighborhood Center and was a former Trustee and Board Chair at The Trustee of The Spence School Inc. Mr. Wareham received a M.B.A. from Harvard Business School and a B.S. in Industrial Engineering/Computer Science from Northwestern University.