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Rockefeller Global Family Office Adds UBS Quartet Managing $963M

Published: October 16, 2023

Bridgeline Wealth Partners in Atlanta, Ga., specializes in providing bespoke investment strategies and ‘multi-dimensional’ wealth management.

Source: wealthmanagement.com

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City OfUnited KingdomTravis PropstJohnd RockefellerGreg FlemingJ Trent DouglasChristopher DupuyRyan BradyTrent DouglasRockefeller Global Family OfficeMerrill LynchSmith BarneyRockefeller Capital ManagementWealth PartnersManaging DirectorsPrivate Advisors Travis PropstSenior WealthInvestment Strategy Associate Ryan BradySenior Client Relationship Manager JaimieKristen SarioRobert Thomas SecuritiesPresident ChristopherCapital ManagementRockefeller Asset ManagementRockefeller Strategic