NEW YORK, Oct 17 — Rockefeller Global Family Office, the wealth management division of Rockefeller Capital Management (“Rockefeller”), today announced that it is strengthening its presence in Naples, Florida with the addition of The Kellam Group. The Kellam Group provides comprehensive wealth management advice to high-net-worth and ultra-high-net-worth individuals, business owners, and multigenerational families.
Earlier this year, Rockefeller established its presence in Naples, opening its first office on the west coast of Florida.
The team is led by Private Advisor and Managing Director Gordon Kellam, who has more than 25 years of experience advising individuals and businesses.
The team also includes Private Advisor and Managing Director Matt Caras, Private Advisor and Managing Director Owen Wilson, Senior Wealth Strategist and Vice President Brad Cherkin, Senior Client Associate and Vice President Erica Solas, Client Associate and Vice President Sumera Yousaf, and Financial Analyst and Vice President Trey Outlaw.
“Since opening our office in Naples, we have seen significant momentum, and welcoming The Kellam Group will help continue to drive meaningful growth,” said Michael Outlaw, President of Rockefeller Global Family Office. “We are pleased to be able to deliver Rockefeller’s full platform to clients locally in strategic private wealth markets.”
The team joins from Truist and reports to Kristen Sario, Southeast Regional President of Rockefeller Global Family Office.
“The Kellam Group has decades of experience helping families navigate the complexities of wealth, and we are pleased to welcome them to Rockefeller,” said Sario. “They take a personalized, relationship-driven approach, and we look forward to helping them deliver Rockefeller’s full capabilities to their clients.”
