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Who's Moving Where In Wealth Management? – Polar Capital, Rockefeller AM, Others
Editorial Staff
23 April 2024
Polar Capital Founded in 2001, Polar Capital has 13 investment teams managing specialist, active and capacity constrained portfolios, with combined assets under management of £21.9 billion ($26.9 billion) as at the end of March this year. It is principally located in London and maintains offices in the UK, France, Spain, Germany, Switzerland, Denmark, the US, Singapore and China. Rockefeller Asset Management
Asset manager has appointed Morgan Lee to join its business development team, covering the west coast of America, specifically west of the Rockies.
Lee will be based in California and report to Alastair Barrie, managing director for North America, who leads the four-strong team that also includes Adam Schneider and recent hire David Smithwick.
With more than 25 years of institutional investment experience, most recently Lee was vice president and regional director for Dimensional Fund Advisors. Prior to Dimensional Fund Advisors, Lee spent 11 years at Wisdom Tree Investments where he covered firms on the west coast of America, including RIAs and family offices.
“As we build further capabilities in the US, we need experts to work in partnership with our clients to provide the support they need and I am very pleased to welcome Morgan to the team. His extensive knowledge, experience and relationships will help us continue to grow the business and see even more success in the US market,” Barrie said.
Iain Evans, global head of distribution at Polar Capital, added: "We continue to extend our reach in the US, which is a key market for us. This senior appointment reflects the region’s importance to our growth plans and our ongoing commitment to provide our US clients and prospective clients with exceptional service and support.”
Rockefeller Asset Management, the asset management arm of .
Jones previously managed $125 million in client assets at Wells Fargo Clearing Services and serves a variety of clients ranging from individuals and families to businesses. He joins RJA's Santa Fe branch office, led by branch manager Allen Figg, AAMS®. He has more than 40 years of financial services experience at many firms, including Morgan Stanley, Citigroup and Merrill Lynch. He recently served for nearly a decade as a vice president investment officer at Wells Fargo.