Rockefeller Global Family Office has added a 10-member team in the fast-growing market of Richmond, Virginia, to its national footprint.
Lewis Wealth Partners has joined the wealth management division of $122 billion AUM Rockefeller Capital Management having previously been with Truist. The firm’s leaders are managing directors and private advisors John Lewis, Joseph Bartholomew III, and Richard Blackwell, and senior vice president and private advisor Kylie Roman.
The team also includes team financial planning officers Lindsay E. Dillon and Trevor Adams; wealth manager Michael G. Hofmeister; client service manager Catherine Elrod; and client associates Lauren Hershey and Jessica Taylor.
“The importance of deeply experienced advisors 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.”
The team will report to Kristen Sario, southeast divisional director of Rockefeller Global Family Office.
Rockefeller Capital Management expanded its family office into a broader wealth management offering almost six years ago, and last year received investment from IGM Financial, part of Power Corp. of Canada, controlled by Desmarais family. The 20.5% minority stake was sold for $622 million, giving Rockefeller a valuation of $3.1 billion.
Elsewhere in Utah, Raymond James also welcomed another experienced advisor from D.A. Davidson.
A federal appeals court says UBS can’t force arbitration in a trustee lawsuit over alleged fiduciary breaches involving millions in charitable assets.
NorthRock Partners' second deal of 2025 expands its Bay Area presence with a planning practice for tech professionals, entrepreneurs, and business owners.
Rather than big projects and ambitious revamps, a few small but consequential tweaks could make all the difference while still leaving time for well-deserved days off.
Hadley, whose time at Goldman included working with newly appointed CEO Larry Restieri, will lead the firm's efforts at advisor engagement, growth initiatives, and practice management support.
Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.