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Rockefeller Capital Administration has recruited a 10-person workforce in Richmond, Va., to Rockefeller World Household Workplace, the agency’s wealth administration division.
The group, led by Managing Director and Non-public Advisor John B. Lewis, joins from Truist.
Lewis Wealth Companions is the agency’s first non-public advisor workforce primarily based in Richmond. The group will report back to Kristen Sario, southeast divisional director of Rockefeller World Household Workplace.
The workforce additionally consists of managing administrators and personal advisors Joseph Bartholomew III and Richard Blackwell and Senior Vice President and personal advisor Kylie Roman. They’re additionally joined by monetary planning officers Lindsay E. Dillon and Trevor Adams, Wealth Supervisor Michael G. Hofmeister, Consumer Service Supervisor Catherine Elrod, and shopper associates Lauren Hershey and Jessica Taylor.
Rockefeller Capital Administration started because the household workplace of John D. Rockefeller in 1882 and was restructured as an unbiased advisory agency in 2018. The agency has since grown to incorporate three distinct companies—Rockefeller World Household Workplace, Rockefeller Asset Administration and Rockefeller Strategic Advisory. Collectively, they characterize 50 places throughout the U.S. and one in London, overseeing about $122 billion in shopper property.
Final yr, Rockefeller acquired its first exterior capital funding—$622 million from the ultra-wealthy Desmarais household in Canada, which has historic ties to the Rockefellers—in a deal that valued the agency at $3 billion.
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