People Moves
Rockefeller Global Family Office Adds 26-Person Michigan Team
The group was previously at Merrill Lynch Wealth Management.
Rockefeller Global Family Office has added Axiom Wealth Partners, a business with 26 people based in Grand Rapids, Michigan.
Axiom is led by managing directors and private advisors Jeffrey Towner, David Lund, Brett Howell, and Craig Sharp. The team also includes senior vice presidents and private advisors Jonathan Lund and Jeff Dykstra as well as vice presidents and private advisors Joel Barrett, Christine Steinmetz, Emie Badersnider, and Zach Gebben. The group, which is joining the firm from Merrill Lynch Wealth Management, will report to Brett Thelander, Northern divisional director of Rockefeller Global Family Office.
Other members of Axiom are: senior client relationship managers Jim Harding and Sammy Salas-Salinas; client RMs Taylor Dewey, Heather Jensen, and Justin Katz; senior client associates Nicole Dionne, Maureen Dodd, and Michelle Williams; investment manager JT Ludington; wealth management analysts Hannah May, Connor Gillis, and Noah Jones; marketing associate Erin Lindsay; and client associates Tyler Smyth, Susan Perry, and Jacob Howell.
The Rockefeller business is part of Rockefeller Capital Management which, at the end of last year, had $122 billion in client assets across its three businesses. RCM was established in 2018. The business was originally created in 1882 as the family office of John D Rockefeller.