Rockefeller Capital Hires Five Major Morgan Stanley Advisors

Rockefeller Capital Management has snagged a trio of Morgan Stanley wealth management teams in Georgia and Florida who generated $8.3 million in annual revenue, according to a company spokeswoman.

The company posted a brief announcement on its LinkedIn page welcoming the Rosenberg Outcalt Group, the McDavid Group and the Kennedy Senkbeil Group. The spokeswoman said there would be no additional information.

The Rosenberg Outcalt Group of Boca Raton, Fla., which includes private wealth advisors Steven Rosenberg, Colton Outcalt and client associate Maureen Hoover, will join Rockefeller’s Boca Raton’s office. Rosenberg had been with Morgan Stanley since October 2008, and before that he spent 15 years at Merrill Lynch. Outcalt had been at Morgan Stanley for six years.

Thomas David, a sole practitioner of the McDavid Group of Atlanta, had been at Morgan Stanley since 2012. Prior to that, he spent 13 years at Merrill Lynch. He and his client associate Tabitha Orlando will join the Atlanta office.

The Kennedy Senkbeil Group includes private wealth advisors Graham “Chuck” Kennedy, who had been at Morgan Stanley since 2009, and Kathryn Senkbeil, who also had been at the wirehouse since 2009, and Client Associate Bonnie Hamilton.

Rockefeller Capital, backed by hedge fund Viking Global Investors, was created in 2018 with about $18 billion under management. It is an offshoot of Rockefeller & Co., once the family office of the company’s namesake founder. Gregory Fleming, who been the firm's CEO since 2018, has deep ties to Morgan Stanley. He has served as president of Morgan Stanley Wealth Management and Morgan Stanley Investment Management. He also served as president and Chief operating officer of Merrill Lynch from 2007 to 2009.

He could not be reached for comment on this latest transaction.

But in an email, Christopher Randazzo, president of private wealth management at Rockefeller Capital Management, said they are pleased to welcome the teams and are excited about the future as the firm continues to grow.

“With the recent additions we’ve made to the team, including the Merlin Group, who we brought on board earlier this month, we are delivering the Rockefeller experience to a growing number of clients as we expand across our key markets,” he said.