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Est. 2026The front page of wealth managementNew York

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Andrea M. Shea

Rockefeller Global Family OfficeColumbus, Ohio

At a glance

Andrea M. Shea joined Rockefeller Global Family Office from UBS with $350 million in assets (our reporting, October 23, 2026). One story in our coverage names them so far.

Firm
Rockefeller Global Family Office
Team
Shea Wealth Partners
Assets, as reported
$350MFinancial ADVSR, Oct 23, 2026
Location
Columbus, Ohio
In our coverage
1 story

The record

  1. Joined Rockefeller Global Family Office from UBS with $350 million in assets

    Two new teams from J.P. Morgan and UBS join Rockefeller Global Family Office Financial ADVSR

How this page is built

Every line on this page comes from a story that names Andrea M. Shea: our own reporting or a news item on our wire, each linked above. Titles, firms, team names and asset figures are shown as those stories reported them on the date shown, and assets are the team’s as reported, not verified figures. We don’t add ages, photos, credentials or anything a cited story doesn’t say. Profiles with fewer than 2 stories aren’t listed in search engines until more coverage builds. This is news coverage, not an endorsement or a recommendation of any advisor.

Last updated October 23, 2026. All people in our coverage →