Based in New York City, Wareham will work with other Rockefeller professionals across the organization, while also contributing to the firm’s business development.

Prior to joining Rockefeller, Wareham was a senior managing director at Bernstein Global Wealth Management, a subsidiary of AllianceBernstein. During his time there, he served in a number of roles including as a senior portfolio manager and as head of the wealth management group, which provides investment planning and asset allocation research and advice to clients. Most recently, he headed the firm's Boston, MA, office for the private client business. 

Previously, he spent 24 years at JP Morgan Chase & Co in corporate finance, M&A, and in underwriting capacities across New York, London and Tokyo.

As well as its headquarters in New York, Rockefeller has offices in Boston, MA, Washington, DC, Stamford, CT, and Wilmington, DE. At end June, the firm and its subsidiaries had some $35 billion in client assets under administration.