People Moves

Rockefeller Adds To North Carolina Wealth Footprint

Editorial Staff May 6, 2024

Rockefeller Adds To North Carolina Wealth Footprint

The addition of the team in North Carolina continues a run of joiners to the New York-headquartered business this year.

Rockefeller Global Family Office, the wealth management division of Rockefeller Capital Management, has added a Morgan Stanley team – known as Landau Wealth Partners – in Charlotte, North Carolina.

The team includes managing director and private advisor Adam Landau; vice president and private advisor Ramy Georgy; VP and team director of investments Garland Neal; and VP and team chief operating officer Karla Lavin.

The group, formerly from Morgan Stanley Private Wealth Management, will report to Kristen Sario, Southeast divisional director of Rockefeller Global Family Office. 

“Charlotte is growing rapidly, and its position as one of the nation’s biggest financial hubs makes it a highly sought-after market,” Sario said. 

Christopher Dupuy, president of Rockefeller Global Family Office, added: “The demand for deeply experienced advisors and highly personalized client service is growing, particularly in the Charlotte area.”

Rockefeller has brought a number of teams into its US network. For example, in early February it added Lewis Wealth Partners – the firm’s first private advisor team based in Richmond, Virginia. In another move (January 2024), it brought in Axiom Wealth Partners, a business with 26 people based in Grand Rapids, Michigan.

In April, Rockefeller Asset Management, part of RCM, appointed three high yield and investment grade municipal bond professionals: Scott Cottier, managing director and portfolio manager; and Mark DeMitry and Michael Camarella – both senior vice president and portfolio managers.

Rockefeller Capital Management, which was established in 2018, operates in 30 markets throughout the US, as well as an office in London. As of March 31, 2024, the firm was responsible for $133 billion in client assets.

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