wealth team
Shea Wealth Partners
$350MBook of businessas reported in coverage
4Advisors
Columbus, OHMarket
1Moves on our record
The lineage
until Oct 25, 2026PRIORUBS Wealth Management USA
Oct 25, 2026CURRENTRockefeller Global Family Office
Oct 23, 2026team liftoutUBS Wealth Management USA → Rockefeller Global Family Office
No published coverage yet.