Rockefeller Global Family Office, the wealth management arm of Rockefeller Capital Management, has expanded its national footprint by adding Lewis Wealth Partners, its inaugural Private Advisor team in Richmond, VA. Richmond, the capital of the Commonwealth, boasts a rich history, vibrant culture, and significant tourism, making it one of Virginia's rapidly growing regions.
The leadership of Lewis Wealth Partners includes Managing Directors and Private Advisors John Lewis, Joseph Bartholomew III, and Richard Blackwell, along with Senior Vice President and Private Advisor Kylie Roman. With a team of 10, they transition from Truist and will be under the guidance of Kristen Sario, Southeast Divisional Director of Rockefeller Global Family Office.
“We’re excited to welcome John, Joseph, Richard, Kylie, and all the members of Lewis Wealth Partners to Rockefeller,” said Sario. “With a reputation for excellence in financial advice and client service, the team will be central to our growth plans for this attractive and dynamic market.” “The importance of deeply experienced advisors who can help high-net-worth investors navigate increasingly complex wealth and family needs is growing everywhere, including in the Richmond area,” Christopher Dupuy, President of Rockefeller Global Family Office. “Lewis Wealth Partners epitomizes the quality of client care and the values synonymous with our firm’s brand and will be instrumental in bringing the Rockefeller experience to Virginia.” Other members of Lewis Wealth Partners include: Team Financial Planning Officers Lindsay E. Dillon and Trevor Adams; Wealth Manager Michael G. Hofmeister; Client Service Manager Catherine Elrod; and Client Associates Lauren Hershey and Jessica Taylor.
Source: Rockerfeller
