Rockefeller Global Family Office Expands Charlotte Presence with Addition of Landau Wealth Partners
New York, May 3, 2024
Rockefeller Global Family Office, the wealth management division of Rockefeller Capital Management (“Rockefeller”), today announced the addition of Landau Wealth Partners as part of the company’s growing presence in Charlotte, NC.
The team includes Managing Director and Private Advisor Adam Landau; Vice President and Private Advisor Ramy Georgy; Vice President and Team Director of Investments Garland Neal; and Vice President and Team Chief Operating Officer Karla Lavin.
The group joins from Morgan Stanley Private Wealth Management and will report to Kristen Sario, Southeast Divisional Director of Rockefeller Global Family Office. Landau Wealth Partners was recently named to Forbes’ list of “2024 Best-in-State Wealth Management Teams.”*
“Charlotte is growing rapidly, and its position as one of the nation’s biggest financial hubs makes it a highly sought-after market,” said Sario. “Adam and his team are deeply embedded in the community and exceptionally suited to deliver the Rockefeller experience to the Queen City.”
“The demand for deeply experienced advisors and highly personalized client service is growing, particularly in the Charlotte area,” said Christopher Dupuy, President of Rockefeller Global Family Office. “Landau Wealth Partners embodies the caliber of talent needed to meet this demand and will be instrumental to our growth in the Carolinas.”
To learn more about Landau Wealth Partners, visit www.rockco.com/landau-wealth-partners/.
About Rockefeller Capital Management
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 30 markets throughout the United States1, as well as an office in London. As of March 31, 2024, the Firm was responsible for $133 billion in client assets2 across its three businesses, Rockefeller Global Family Office, Rockefeller Asset Management, and Rockefeller Strategic Advisory.
*The Forbes ranking discussed above was designated in 2024 and lasts for a period of one year until new rankings are released. Each wealth management team—selected by SHOOK Research—is chosen based on an algorithm of qualitative and quantitative criteria, including in-person interviews; industry experience; compliance records; revenue produced; and assets under management. No compensation has been provided in connection with obtaining or using this award.
1Markets are in reference to the Firm’s major office locations across the country
2Client Assets refers to assets under management, brokerage assets and assets under administration.
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