Rockefeller Capital Management has added three women-led teams with a total of $2.8 billion in assets to its global family office in California, Florida and New York City, according to a news release.
Two of the teams, NPKD Wealth Partners of San Francisco and Hayes Wealth Partners of New York were formerly with First Republic Investment Management. The other team, Lien DeGrace Wealth Partners of Winter Park, Fla., was previously with Truist Advisory Services.
NPKD Wealth Partners, is led by managing directors and private advisors Kristin Nicholson, Elizabeth Palomeque, Lisa Kitchin, and senior vice president and private advisor Leah D’Agostino, and will report to Brian Riley, Pacific Northwest divisional director of Rockefeller Global Family Office. The team, which also includes registered client associate Sierra Macken and client associates Eshani Patel and Joyce Wu, was recognized by Forbes as one of America’s Top Wealth Management Teams High Net Worth in 2022 and as both Best-in-State Wealth Management Team and Top Women Wealth Advisor in 2023. Those latest listings showed the team at the team managed $1.4 billion.
Nicholson had been with First Republic for 17 years, according to her investment advisor public disclosure record. Palomeque started with Bay Isle Financial in 2002. The firm was acquired by First Republic in 2004 and she joined First Republic in 2006, according to her IAPD record. Kitchen began her career in 2010 with Financial West Group, which was expelled by the Financial Industry Regulatory Authority. She joined First Republic in 2011, according to BrokerCheck. And D’Agostino started with Lincoln Financial in 2011. She moved to WHV Investment Management in 2012 and joined First Republic in 2014.
Hayes Wealth Partners is led by managing director and private advisor Mary W. Hayes, who had been with First Republic since 2014, according to BrokerCheck. She began her career in 1998 with Scudder Investor Services, Inc., and left in 2000 and had not been registered again until 2014 when she joined First Republic. The release noted that she spent 11 years at US Trust as a senior vice president and senior portfolio manager. She was recognized by Forbes as a 2023 Best-In-State Wealth Advisor and 2023 Best-In-State Top Women Wealth Advisor. She managed $385 million according to the listings. The team also includes Jonathan Mazzeo, associate vice president and senior client associate, and will report to Michael Outlaw, national field director of Rockefeller Global Family Office.
Lien DeGrace Wealth Partners is led by managing directors and private advisors Sabina H. Lien and Christopher DeGrace, both of whom spent more than two decades with Truist. The team, which also includes wealth manager Duncan Wheeler, senior client associate Allison Booher, and team director of operations Ekaterina Slepkova, managed $1 billion in client assets. They will report to Kristen Sario, Southeast Divisional director of Rockefeller Global Family Office.
Lien began her career in 1994 with Laughlin Group Advisors, Inc., and moved to Truist in 1995. She also worked for Truist’s predecessor Suntrust Investment Services for two decades. DeGrace had been with Truist since 2006. He began his career in 2001 with Robert W. Baird & Co., Inc., and worked for Bear, Stearns & Co., and Suntrust before joining Truist in 2006.
Established in 2018, Rockefeller Capital Management offers services in more than 40 locations across the U.S. As of March 31, the firm was responsible for more than about $100 billion in client assets across its three businesses, Rockefeller Global Family Office, Rockefeller Asset Management and Rockefeller Strategic Advisory