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The Kellam Group

In network coverage since October 16, 2026 · 6 stories

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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

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