Rockefeller Global Family Office adds seven-person $1.2 billion Truist team in Naples
The Kellam Group moved as a seven-person unit, with support staffer Charles Outlaw, according to AdvisorHub.
At a glance
Rockefeller Global Family Office has added a seven-person Truist team in Naples managing about $1.2 billion in client assets, according to AdvisorHub.
The group is The Kellam Group, and support staffer Charles Outlaw moved with it.
AdvisorHub did not say how much of the $1.2 billion has actually moved to Rockefeller.
Rockefeller Global Family Office has added a seven-person Truist team in Naples managing about $1.2 billion in client assets, according to AdvisorHub.
The group is The Kellam Group, and support staffer Charles Outlaw moved with it. The other members are named as Gordon B. Kellam, Brad Cherkin, Sumera Yousaf, Eric Solas, Matthew T. Caras and Owen M. Wilson. AdvisorHub describes the seven-person unit without specifying whether Outlaw sits inside the seven. Dividing $1.2 billion by seven gives about $171 million per person; excluding Outlaw, the six advisors average about $200 million.
AdvisorHub did not say how much of the $1.2 billion has actually moved to Rockefeller. The report also did not disclose the financial terms of the move. The figure describes client assets at Truist before the move.
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