Rockefeller Global Family Office, the wealth management division of Rockefeller Capital Management, is strengthening its presence in Naples, Florida, with the addition of The Kellam Group, a team advising high-net-worth and ultra-high-net-worth individuals, business owners and multigenerational families.
The move builds on the firm's entry into Naples earlier this year, when it opened its first office on Florida's west coast.
The team is led by Private Advisor and Managing Director Gordon Kellam, who has more than 25 years of experience advising individuals and businesses. He is joined by Private Advisors and Managing Directors Matt Caras and Owen Wilson, Senior Wealth Strategist Brad Cherkin, Senior Client Associate Erica Solas, Client Associate Sumera Yousaf and Financial Analyst Trey Outlaw. The group joins from Truist and will report to Kristen Sario, Southeast Regional President of Rockefeller Global Family Office.
Michael Outlaw, President of Rockefeller Global Family Office, said the Naples office has seen significant momentum since opening and that the new team will help drive further growth, allowing the firm to deliver its full platform to clients in strategic private wealth markets. Sario added that The Kellam Group brings decades of experience helping families navigate the complexities of wealth through a personal, relationship-driven approach.
Rockefeller Capital Management was established in 2018, but its roots go back to 1882, when it was founded as the family office of John D. Rockefeller. Today it advises ultra-high-net-worth and high-net-worth individuals and families, institutions and corporations from offices in 35 US markets and London. As of 31 August 2026, the firm was responsible for $237 billion in client assets across its family office, investment management and investment banking businesses.
Source: Rockefeller Capital Management via Business Wire.
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