Rockefeller Taps Merrill for Director of Marketing and Sales

Christopher Owen

10 January 2008

New York-based wealth manager Rockefeller & Co has appointed Susan Traver as managing director of Marketing and Sales. Ms Traver will oversee Rockefeller's marketing and sales functions, developing and executing strategies to continue the growth of the firm and enhance client outreach initiatives. She will be based in the firm's Washington, DC office, and report directly to Jim McDonald, president and chief executive. Ms Traver recently managed Merrill Lynch's Private Banking and Investment Group for the Mid-Atlantic region and previously served across a number of senior executive roles at US Trust, including that of national sales manager, responsible for business development activities throughout the 48 states outside of New York and New Jersey. Jim McDonald, Rockefeller's chief executive, said: "Susan's appointment reflects both the robust growth we have experienced as a firm that is 'open for business' for new clients, as well as our ongoing commitment to support all of our clients across our businesses." Headquartered in New York and with offices in Boston and Washington, DC, Rockefeller provides wealth and investment management services to a diversified client base of high net worth individuals, families, trusts, foundations and endowments. The firm, which is privately-held and independent, was incorporated in 1979 and registered with the Securities and Exchange Commission in 1980 as an investment advisor.