A capital and wealth management firm that traces its history back nearly 150 years to John Rockefeller has expanded to Naples, its first office on the west coast of Florida.
The firm, New York based Rockefeller Global Family Office, the wealth management division of Rockefeller Capital Management, added Coplin Wealth Partners of Naples to its portfolio, according to a statement. Rockefeller Global Family Office also maintains offices in Boca Raton, Fort Lauderdale, Palm Beach Gardens, Ponte Vedra, Wellington and Winter Park.
Coplin Wealth Partners advises ultra-high-net-worth individuals and families on complex financial matters, the release states. The team is led by Private Advisor and Managing Director Steven Coplin, who has more than 25 years of experience working with multigenerational clients. The team also includes Private Advisor and Senior Vice President Ryan Sherman; Private Advisors and Vice Presidents Lynette Susi and Caroline Coplin; COO and Vice President Ashley Gegenwarth; Client Relationship Associate Biagio Delboccio; and Client Associate Phoebe Coplin…