The Kellam Group, a seven-person team led by Gordon Kellam, has joined Rockefeller Global Family Office months after the firm opened its first office on Florida’s west coast.
Rockefeller Global Family Office, the wealth management division of Rockefeller Capital Management, has hired The Kellam Group from Truist for its office in Naples, Florida.
The team advises high net worth and ultra-high net worth individuals, business owners and multigenerational families. It reports to Kristen Sario, Southeast regional president of Rockefeller Global Family Office. The firm did not disclose the assets the team oversees…