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family office

Rockefeller Global Family Office

In network coverage since August 18, 2026 · 16+ stories

+3Talent net · 12 months3 in · 0 out

Observed recruiting events · 12 monthsOn the wire →

Net +3 · 3 incoming events · 0 outgoing events

Arrivals

Sep 4 · from Stifel, Nicholas & Co.

Virgin-Herzburg Wealth Partners

Sep 4 · from Morgan Stanley

The Kellam Group

Oct 16 · from Truist

Departures

None tracked.

Network coverage

Moves

Rockefeller adds $992 million Truist team in Naples

The Kellam Group joins Rockefeller Global Family Office's first office on Florida's west coast, opened earlier this year.

move · Oct 19Janney opens Houston office with four Raymond James advisors managing nearly $3.5B

The Close · Oct 19Janney opens Houston office with $3.5B team as Rockefeller adds Naples group

The Close · Oct 18Rockefeller Global Family Office adds seven-person $1.2 billion Truist team in Naples

Moves · Oct 18Rockefeller Global Family Office adds $1.2 billion Truist team in Naples

move · Oct 16Rockefeller hires $1.2 billion Truist team in Naples, Florida

move · Oct 14Captrust acquires $3 billion Truist team; some members receive equity

Moves · Oct 1Rockefeller recruits Piedmont Wealth Partners, a $1B Truist team in Charlotte

move · Sep 30Rockefeller adds Truist's $6.2 million Piedmont Wealth Partners team in Charlotte

Features · Sep 23Morgan Stanley's credit fund rations exits as its advisors walk

The Close · Sep 6The talent war’s quieter front

Features · Sep 6Citi raids the private-bank C-suite

move · Sep 4Rockefeller's double raid puts a price on the cap table pitch

move · Sep 1Cresset's $4B UBS grab resets the RIA pitch

move · Aug 25Cresset pulls $4B UBS team, resets breakaway floor

move · Aug 18The Foreman Rial Group's wirehouse jump is a pricing lesson

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