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Saturday, October 3, 2026The Morning Brief →Sign in
family office

Rockefeller Global Family Office

In PWD coverage since August 18, 2026 · 9 stories
+2Talent net · 12 months2 in · 0 out
Observed recruiting events · 12 monthsOn the wire →
Net +2 · 2 incoming events · 0 outgoing events
Arrivals
Phillipp Group
Sep 4 · from Stifel, Nicholas & Co.
Virgin-Herzburg Wealth Partners
Sep 4 · from Morgan Stanley
Departures
None tracked.
PWD coverage
move

Rockefeller adds Truist's $6.2 million Piedmont Wealth Partners team in Charlotte

The $1 billion team's three principals all came to Truist through the BB&T side.
Features · Sep 23Morgan Stanley's credit fund rations exits as its advisors walk
The Close · Sep 6The talent war’s quieter front
Features · Sep 6Citi raids the private-bank C-suite
move · Sep 4Rockefeller's double raid puts a price on the cap table pitch
move · Sep 1Cresset's $4B UBS grab resets the RIA pitch
move · Aug 25Cresset pulls $4B UBS team, resets breakaway floor
move · Aug 18The Foreman Rial Group's wirehouse jump is a pricing lesson
move · Aug 18A $14 million Merrill team jumps to Rockefeller in Ohio
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