Moves Wire

Every advisor, team and leadership move we can verify, with the firm they left, the firm they joined, reported assets and the source.

Updated Oct 27, 3:33 AM ET

Save this view Alert me on moves like these

Distinct events4within your filters

Team moves & breakaways4each event counted once

Reported book$3.3B4 of 4 events · not net flows

All Breakaway Team move Advisor move Hire Departure Leadership

4 events · last 30 days

Rockefeller × Remove filter Clear all

Oct 23
Sage Wealth PartnersJ.P. Morgan Advisors → Rockefeller Global Family OfficeAdvisor and team leader · Houston, TX · Team move 1 source
$700Mreported book
Oct 23
Shea Wealth PartnersUBS Wealth Management USA → Rockefeller Global Family OfficeAdvisor and team leader · Columbus, OH · 4 on the team · Team move 1 source
$350Mreported book
Oct 16
The Kellam GroupTruist → Rockefeller Global Family OfficeTeam leader · Naples, FL · 7 on the team · Team move 1 source
$1.2Breported book
Oct 1
Piedmont Wealth PartnersTruist Bank → Rockefeller Capital ManagementSenior Client Associate · Charlotte, NC · 5 on the team · Team move 1 source
$1Breported book

Saved views & alerts0 saved

Save these filters, with an optional daily or weekly email of new matching moves. Email needs a confirmed edition subscription.

One event can have several supporting reports. Reported book sizes describe disclosed practices and do not establish assets transferred. Unknown values are not zero. Coverage reflects monitored sources, not every industry move. Explore the Team Ledger

Your firm & industry

Investments

Clients & planning

Data & tools

Alternatives by asset class

Moves Wire