Rockefeller Capital Management has expanded its New York City footprint with the addition of a six-member team that was previously with UBS.
Led by managing director and private advisor Angela Mwanza, the team, formerly Evergreen Wealth Management, will operate as Oryx Legacy Partners, Rockefeller announced on Friday. The team includes private advisor and senior vice president Jordan Powell; advisor and vice president Mimi Kuo-Chin Shih; vice president and wealth manager Wenyi “Jason” Wang; associate vice president and wealth manager Przemyslaw “Shem” Filipek, and senior client associate Allissa Purkey.
Mwanza, who co-founded Evergreen Wealth Management at UBS, began her career in 2001 with J.P. Morgan Securities Inc. and worked for Quick & Reilly Inc. and Lehman Brothers Inc., before joining UBS in 2008, according to BrokerCheck.
Mwanza has been recognized by Forbes as a top advisor and this year was ranked No.152 on the Forbes Best-In-State Wealth Advisors list and No. 38 on Forbes Best-In-State Women Advisors list. According to the listings, her team managed $878 million in assets under management.
Mwanza “executes investment strategies with a focus on managing risk, liquidity, and is one of the earliest advisors to embrace sustainable and impact investments,” the announcement said. It also noted that she serves on several boards, including Jumia, a for profit e-commerce platform operating in Africa.
Powell began his career in 2010 with BNP Paribas and joined UBS in 2014. Shih joined UBS in 2002. Prior to that she worked for CIBC Wood Gundy in Vancouver, Canada, according to the announcement.
“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,” Christopher Dupuy, co-head of Rockefeller Global Family Office, said in a statement.
Added Michael Outlaw, national field director 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.”
Established in 2018, Rockefeller Capital Management offers services in more than 40 locations across the U.S. and one in London. As of March 31, the firm was responsible for more than $100 billion in client assets across its three businesses, Rockefeller Global Family Office, Rockefeller Asset Management and Rockefeller Strategic Advisory