Team move
The Kellam Group
Truist → Rockefeller Global Family Office
What changed
Led The Kellam Group with Wilson and Caras; had been a producing complex manager at BB&T.
- Reported / discovered
- Oct 16, 2026
- Effective
- Not reported
- New role
- Team leader
- Previous role
- Not reported
- Market
- Naples, FL
- Reported book
- $1.2B
- Reported team size
- 7 people
- Named people
- 7
Reported book AUM is not a confirmed transfer. Team size may include support staff. A missing effective date means it was not established from the available evidence.
Sources & evidence
AdvisorHub ↗Oct 16, 2026 · Reporting
This record is supported by reporting. It has not been independently corroborated by a linked registration observation.
Record history
7 observations consolidated into one event.
Oct 18, 2026Source evidence reconciled