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Rockefeller Adds Truist Team, Continues Southeast Expansion

Rockefeller Adds Truist Team, Continues Southeast Expansion. Financial services, wealth management, Rockefeller, Truist, UBS

Rockefeller Global Family Office, the wealth management division of Rockefeller Capital Management announced the addition of Lewis Wealth Partners, the firm’s first private adviser team based in Richmond, Va.

“The importance of deeply experienced advisers who can help high-net-worth investors navigate increasingly complex wealth and family needs is growing everywhere, including in the Richmond area,” Christopher Dupuy, president of Rockefeller Global Family Office. “Lewis Wealth Partners epitomizes the quality of client care and the values synonymous with our firm’s brand and will be instrumental in bringing the Rockefeller experience to Virginia.”

Lewis Wealth Partners is led by managing directors and private advisers John Lewis, Joseph Bartholomew III, and Richard Blackwell, as well as Kylie Roman, senior vice president and private adviser. The 10-person team joins from Truist and will report to Kristen Sario, who leads the southeast division of Rockefeller Global Family Office.

According to other reporting, Rockefeller declined to disclose how much in client assets Lewis Wealth Partners manages.

“We’re excited to welcome John, Joseph, Richard, Kylie, and all the members of Lewis Wealth Partners to Rockefeller,” said Sario. “With a reputation for excellence in financial advice and client service, the team will be central to our growth plans for this attractive and dynamic market.”

Other members of Lewis Wealth Partners include: Lindsay E. Dillon and Trevor Adams, team financial planning officers; Michael G. Hofmeister, wealth manager; Catherine Elrod, client service manager; and Lauren Hershey and Jessica Taylor, client associates.

Rockefeller has been growing its southeast division in the past several months, adding Bridgeline Wealth Partners in October 2023 (Georgia) and Decision Point Wealth Partners in September 2023 (North Carolina), both formerly of UBS.

Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from 50 locations across the United States and in London. As of Dec. 31, 2023, the firm was responsible for $122 billion in client assets across its three businesses: Rockefeller Global Family Office, Rockefeller Asset Management, and Rockefeller Strategic Advisory.

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