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In the News

Rockefeller Capital Management Continues Expansion as More Wealth Advisors Join the Team

Posted by Mindy Diamond

Investment News

August 14, 2023
By Matthew Sellers

Rockefeller Global Family Office, the wealth management arm of Rockefeller Capital Management, has announced that it has added Angela Mwanza, Jordan Powell and their four-person team, known as Oryx Legacy Partners, to its ranks.

With over 23 years of expertise in guiding ultra-wealthy families, Angela Mwanza was co-founder of UBS Group AG’s Evergreen Wealth Management. Zambian-born Mwanza claims to have been an early adopter of sustainable and impact investments. “Renewable energy, sustainable agriculture, health tech, or how we can reduce carbon emissions and impact climate change — these are topics that are very unifying across generations, and often the conversation is driven by the younger generation,” she told IN in an interview.

Mwanza was at UBS Private Wealth Management for 15 years, where she held the title of private wealth advisor and was among a select group of family office consultants. Her earlier career includes stints at Lehman Brothers Private Investment Management, Fleet Private Client Services, and J.P. Morgan Private Bank. In addition to her financial achievements, she holds an M.B.A. from Cornell University and an M.A. in linguistics from the University of Konstanz, Germany.

Mwanza’s philanthropic activities include her roles on the board of directors for both Jumia, an African e-commerce platform, and Summit Junto. She is a leading figure in climate solutions, serving on the Board of Directors for Grace Farms Foundation and Project Drawdown, as well as an advisory position on Pharrell’s YELLOW Advisory Council.

Jordan Powell, another key addition, boasts over 17 years in financial services. Prior to joining Rockefeller, he served as a vice president in global equities, commodities and derivatives at BNP Paribas. Powell is a chartered financial analyst and holds degrees from Indiana University and New York University’s Stern School of Business.

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CEO – By counseling advisors on how to ask the right questions and “dig deep”, she helps them look at all of the opportunities available to find the one that allows them to reach their full potential. That is, to best serve their clients and live a life that is in sync with their own beliefs and values. Learn more...

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