$203B wealth management firm expands in state with Naples debut

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.  

The group joins Rockefeller from Morgan Stanley and will report to Kristen Sario, Southeast Regional President of Rockefeller Global Family Office, the release states.  

“Naples continues to see meaningful growth in private wealth and is an important market for our clients,” Rockefeller Global Family Office President Michael Outlaw says in the release. “Establishing our presence on Florida’s west coast allows us to serve clients locally while bringing the full capabilities of our platform to bear.”  

Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions and corporations from offices in 32 markets throughout the United States, as well as an office in London. As of March 31, the firm was responsible for $203 billion in client assets across its three businesses: Rockefeller Global Family Office, Rockefeller Global Investment Management and Rockefeller Global Investment Banking.