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Est. 2026The front page of wealth managementNew York

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Moves

Rockefeller Snags $1.2 Billion Truist Team in Florida

AdvisorHub ·

Another billion-dollar team has left Truist Bank, this time for Rockefeller Global Family Office. The Kellam Group, which managed $1.2 billion in client assets, joined Rockefeller on Friday in Naples, ...

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