Rockefeller Capital Management has expanded its presence in Connecticut with the addition of Landmark Group, a $1.2 billion firm, formerly with Fieldpoint Private Securities, according to a news release.

Based in Stamford, the five-member team is led by managing directors and private wealth advisors Tammi Lauder and William (Bill) E. Christian. The team also includes Steven Cangialosi, vice president and private wealth advisor; Sean Reidy, vice president and private wealth advisor; and Kelly Flaherty, senior vice president and director of operations and onboarding initiatives.

Lauder and Christian have worked together for more than 20 years. The two teamed up in the late '90s while working at Citigroup Global Markets. According to BrokerCheck, Lauder began her career in 1984 with Kidder Peabody and Co. and moved to Citigroup Global Markets in 1993. Christian began his career at Citigroup in 1999. They formed Landmark Group in 2002.

They moved to Morgan Stanley Smith Barney in 2009 and spent more than a year there before switching to J.P. Morgan Securities in August 2010 and Fieldpoint in 2017. 

Chris Dupuy, co-head of Rockefeller Global Family Office, said the firm is excited to grow its presence in the Northeast with high-caliber teams like the Landmark Group. “The group’s decision to join Rockefeller underscores our commitment to attracting top talent and building an unparalleled wealth management offering for clients and families.”

The Landmark Group is the 74th team to join the Rockefeller private wealth division since its creation in 2018. It also is the third team to join the firm in Stamford. The Eder Group and the Sargent Group joined in 2020.

New York City-based Rockefeller Capital Management has 35 offices across the U.S. Earlier this year, it opened an office in London. As of December 31, the firm was responsible for about $95 billion in client assets across its three business segments: the Rockefeller Global Family Office (including Private Wealth Management and Family Office), Rockefeller Asset Management and Rockefeller Strategic Advisory.