A 17-member First Republic team in New York that oversees $2.3 billion assets under management has moved to Rockefeller Global Family Office, the wealth management division of Rockefeller, according to a news release.
Liberty Wealth Partners is the second First Republic team to join RGFO in recent weeks. San Francisco-based Marchetti Porter Wealth Partners, a $1.3 billion AUM firm, joined in late March.
The heads of Liberty Wealth Partners include managing directors and private advisors Larry Rothenberg, Shaun Van Vliet, David Farber and Schuyler Perry, and senior vice president and private advisor Timothy Deygoo. The team will report to Michael Outlaw, national field director of RGFO.
The team had been with First Republic since 2017, according to BrokerCheck, and prior to that spent several years at Merrill Lynch. It was recognized by Forbes as a “Best-In-State Wealth Management Team” for 2023 and, for 2022, one of “America’s Top Wealth Management Teams: High Net Worth.”
The team’s other members are senior vice president and team chief operating officer Esma Bajraktarevic; vice president and team chief investment officer Joseph Kissinger; vice presidents and client relationship managers Kevin Finley, Alex Amoruso Kennedy, and Katarzyna Anemodouras; associate vice presidents and financial analysts Gavin Abrams and Harrison Dale; associate vice president and wealth manager Samuel Hodgson Jr.; senior client associate Hobby Lynch; client associates Neev Mittal and Greg Goldstein; and administrative associate Luke Modugno.
Liberty Wealth Partners joins a group of eight private advisor teams in the New York Metro region, Outlaw noted. “The team’s extensive experience as trusted advisors helping investors, business owners, and families navigate the complexities of wealth further strengthens our ability to serve a growing base of discerning clients,” he said in a statement.
“Larry, Shaun, David, Schuyler and Timothy are highly regarded in the wealth management industry, and we are delighted to welcome them to Rockefeller,” said Christopher Dupuy, co-president of RGFO. “We are committed to delivering best-in-class financial advice and services to our clients, and Liberty Wealth Partners is a perfect fit with Rockefeller’s vision and culture.”
Established in 2018, Rockefeller Capital Management offers services in 44 locations across the U.S. As of March 31, the firm was responsible for about $100 billion in client assets across its three businesses, Rockefeller Global Family Office, Rockefeller Asset Management and Rockefeller Strategic Advisory.