People Moves
Rockefeller Global Family Office Adds Team
The arrival of the team, which joined from UBS, adds to the group's footprint in North Carolina.
Rockefeller Global Family Office, part of Rockefeller Capital Management, has added North Carolina-based Decision Point Wealth Partners.
The firm is led by private advisor and managing director Chad Pearson and senior vice presidents and private advisors Donis Smith and Paul Patterson. The six-person team also includes wealth manager Riley Stephenson; senior client relationship manager Jillian Dempsey; and client associate Courtenay Bickler. The group, which was previously at UBS, will report to Kristen Sario, Southeast divisional director.
Pearson brings nearly 30 years of experience to the firm. Prior to working nearly 15 years at UBS, he began his finance career in 1992 with Merrill Lynch in New York City. He earned a bachelor’s degree in business from UNC-Chapel Hill's Business School, attended the Alliance Manchester Business School in the UK, and is a Certified Financial Planner™ and a Certified Exit Planning Advisor. Pearson also serves on the board of First Tee, providing youth development opportunities through the game of golf.
Donis Smith also brings 28 years of experience as a private wealth advisor. Prior to UBS, Smith began her career Morgan Stanley. She is a Certified Financial Planner™ and a Certified Divorce Financial Analyst®™. Smith, who serves on the boards of the Landfall Foundation Board and the UNCW Foundation, is also a mentor to UNCW Cameron Executive School business students and a member of the Women's Impact Network of New Hanover County.
Paul Patterson, who began his financial services career at Merrill Lynch in 1999, has more than 25 years of experience in serving HNW and ultra-HNW clients. He is a Certified Investment Management Analyst®, Certified Private Wealth Advisor® and Certified Exit Planning Advisor (CEPA). Patterson is a graduate of the United States Military Academy at West Point and served in the 988th Military Police Company at Fort Benning, Georgia. He earned an MBA from UNC-Chapel Hill.
