Rockefeller Global Family Office is expanding its footprint in Florida with a new office in Naples after bringing aboard the team from Coplin Wealth Partners, a group that advises ultra-high-net-worth families on complex financial and multigenerational wealth matters.
The Naples-based team is led by Steven Coplin, who has more than 25 years of experience working with wealthy families and has been recognized multiple times on Forbes’ Best-in-State Wealth Advisors list for Florida. The wider team includes Ryan Sherman, Lynette Susi, Caroline Coplin, Ashley Gegenwarth, Biagio Delboccio and Phoebe Coplin.
The advisers are joining Rockefeller from Morgan Stanley and will report to Kristen Sario. The move marks Rockefeller’s first office on Florida’s west coast, adding to its existing presence in Boca Raton, Fort Lauderdale, Palm Beach Gardens, Ponte Vedra, Wellington and Winter Park.
Rockefeller Capital Management, originally founded as the family office of John D. Rockefeller in 1882, said it oversees roughly $203 billion in client assets across its wealth management, investment management and investment banking divisions.
