Rockefeller Capital Management has added a former UBS team based in Atlanta that managed $963 million, according to a news release.
Bridgeline Wealth Partners, a four-person team, is led by managing directors and private advisors Travis Propst and Jason Trent Douglas. They are joined by senior wealth and investment strategy associate Ryan Brady and senior client relationship manager Jaimie Crook. The team will report to Kristen Sario, Southeast divisional director of Rockefeller Global Family Office.
Propst began his career in 1996 with Robert Thomas Securities, where he spent a few months before moving to the Robert-Humphrey Company LLC. He then worked for Merrill Lynch and Citigroup Global Markets before joining UBS in 2012. Douglas entered the industry in 2002 with Merrill Lynch and moved to UBS in 2014.
Propst and Douglas were ranked No. 9 and No. 21, respectively, on this year’s Forbes Best-In-State Wealth Advisors list. Bridgeline also ranked No. 26 on the Forbes Best-In-State Wealth Management Teams list. According to the list, the team managed $963 million in asset.
“We are delighted to welcome Travis, Trent, Ryan, and Jaimie to Rockefeller Global Family Office,” Sario said in a statement. “Their experience as advisors, counselors, and confidantes dedicated to managing the complexities of families and wealth is a great addition to our growing presence in the Greater Atlanta market.”
Christopher Dupuy, co-president of Rockefeller Global Family Office, said Rockefeller looks forward to partnering with the Bridgeline team. “Their expertise and experience in meeting the dynamic needs of clients at every stage of wealth makes Bridgeline a perfect fit with Rockefeller’s platform and culture,” he added.