Rockefeller Global Family Office expands footprint with team of 10
The firm has added its first private advisor team in Richmond, Virginia.
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.
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