Rockefeller Global Hires $1.3 Billion Team From Morgan Stanley

By Amit Chowdhry ● Feb 9, 2024

Rockefeller Global Family Office (the wealth management division of Rockefeller Capital Management) announced the addition of Variant Path Group, a respected ten-person team based in Charlotte, NC.

This team includes Managing Director and Private Advisor Taylor Barden; Senior Vice President, Private Advisor, and Team Chief Investment Officer Tory Raether; Senior Vice Presidents and Private Advisors Kristen Richards, James Freeman, and C. Lee Ives III; Vice Presidents and Private Advisors Harper Hicks and James Waters; Senior Client Associates Alyce Noonan and Maggi Brown; and Wealth Management Analyst Ashley Haisch.

This group joins from Morgan Stanley and will report to Kristen Sario (Southeast Divisional Director of Rockefeller Global Family Office). According to Forbes, Variant Path Group has $1.3 billion in team assets.

KEY QUOTES:

“The Charlotte area is one of the fastest growing in the United States and Variant Path Group brings deep ties to the community dating back more than 60 years. The group’s reputation for providing excellence in financial advice and client service to individuals, families, business owners, and professionals across generations makes it a perfect fit with Rockefeller’s mission and culture.”

– Christopher Dupuy, President of Rockefeller Global Family Office

“Variant Path Group will play a central role in bringing the Rockefeller experience to a growing number of current and future clients.”

– Kristen Sario