NEW YORK–(BUSINESS WIRE)–Nov 12, 2021–
Rockefeller Capital Management (“Rockefeller” or the “Firm”) today announced the expansion of its Private Wealth Management platform with the addition of The Atlantic Group. The team, originally part of Scott & Stringfellow and most recently a part of BB&T Truist, will have offices in Palm Beach, Florida and Bethesda, Maryland, and will report to Michael Outlaw, Southeast Divisional Director, and National Field Director for the Rockefeller Global Family Office.
The Atlantic Group is led by Peter Clarke, Managing Director and Private Wealth Advisor, Drew Karr, Managing Director and Private Wealth Advisor, and Neva Hagopian, Managing Director and Private Wealth Advisor. The team of eight joins from Truist Investment Services, Inc. and includes Jack Traxler, Vice President and Private Wealth Advisor, Jack Mutchnik, Vice President, Investment Research, Serena Burns, Senior Client Associate, Caryn Minns, Senior Client Associate, and Natalie Smyth, Senior Client Associate.
“The Atlantic Group’s ability to deeply and strategically manage wealth for high-net-worth families, individuals, and institutions aligns well with our current suite of offerings,” said Michael Outlaw. “We’re especially pleased that this accomplished team of professionals will now be positioned to deliver the Rockefeller Experience to current and future clients in the Palm Beach area.”
“We are pleased to continue to extend the Rockefeller name across the United States,” said Chris Dupuy, President of Private Wealth Management and Co-Head of the Global Family Office for Rockefeller. “Palm Beach, Florida and Bethesda, Maryland are both communities where we believe we can provide differentiated advice and counsel to high net worth individuals and families.”
More about the new team can be found at: Rcm.rockco.com/theatlanticgroup
About Rockefeller Capital Management
Rockefeller Capital Management was established in 2018 as a leading independent, privately-owned financial services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra-high-net-worth and high-net-worth individuals and families, institutions and corporations from 31 offices across the United States. As of November 1st, 2021, the Firm is responsible for over $85 billion in client assets across its three business segments, the Rockefeller Global Family Office, which includes both the Private Wealth Management and Family Office businesses, Rockefeller Asset Management and Rockefeller Strategic Advisory. The Firm has grown from fewer than 200 employees to 800, increasing our geographic footprint from 3 offices to 31 across the United States.
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CONTACT: Kelly Whalen
KEYWORD: UNITED STATES NORTH AMERICA NEW YORK
INDUSTRY KEYWORD: CONSULTING OTHER PROFESSIONAL SERVICES PROFESSIONAL SERVICES FINANCE
SOURCE: Rockefeller Capital Management
Copyright Business Wire 2021.
PUB: 11/12/2021 09:00 AM/DISC: 11/12/2021 09:00 AM
Copyright Business Wire 2021.