The eight-person team operate under the Atlantic Group name.

Rockefeller Capital Management has added the Atlantic Group – most recently part of BB&T Truist – to its private wealth platform.

The team, originally part of Scott & Stringfellow, will have offices in Palm Beach, Florida and Bethesda, Maryland. They will report to Michael Outlaw, Southeast divisional director, and national field director for the Rockefeller Global Family Office.

The Atlantic Group is led by Peter Clarke, managing director and private wealth advisor, Drew Karr, MD and private wealth advisor, and Neva Hagopian, MD and private wealth advisor. 

The team of eight includes Jack Traxler, vice president and private wealth advisor, Jack Mutchnik, VP, investment research, Serena Burns, senior client associate, Caryn Minns, senior client associate, and Natalie Smyth, senior client associate.

“We are pleased to continue to extend the Rockefeller name across the United States,” Chris Dupuy, president of PWM and co-head of the global family office for Rockefeller, said. “Palm Beach, Florida and Bethesda, Maryland are both communities where we believe we can provide differentiated advice and counsel to high net worth individuals and families.”

Rockefeller recently overhauled its senior management, as reported here.