A 10-person team in Richmond, Va., with $2.3 billion in assets under management is the latest addition to Rockefeller Global Family Office, the company announced today.
Lewis Wealth Partners, a 10-person team formerly with Truist, is led by managing directors and private advisors John Lewis, Joseph Bartholomew III, and Richard Blackwell, as well as senior vice president and private advisor Kylie Roman.
The team will report to Kristen Sario, Southeast Divisional director of Rockefeller Global Family Office. The team's members include 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.
Rockefeller Global Family Office is the wealth management division of Rockefeller Capital Management,
According to BrokerCheck, Lewis began his career with Lehman Brothers in 1992 and has worked for several firms, including UBS Painwebber, SunTrust, Citigroup Global Markets and Morgan Stanley Smith Barney. In 2014 he joined BB&T, which became a part of Truist in 2019 in a merger with SunTrust.
Bartholomew's career began with UBS in 1996. Blackwell began his career with Scott & Stringfellow in 2005 and moved to BB&T in 2013.
“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, said in a statement. “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.”
Established in 2018, Rockefeller Capital Management offers services in 48 locations across the U.S. and one in London. As of December 31, the firm was responsible for $122 billion in client assets across its three businesses, Rockefeller Global Family Office, Rockefeller Asset Management and Rockefeller Strategic Advisory.