Rockefeller Lures $1.3B Team from Morgan Stanley

Rockefeller Lures $1.3B Team from Morgan Stanley

  • Wealth
  • February 8, 2024
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  • 5
  • 3 minutes read


Rockefeller Capital Management has recruited a 10-person team in Charlotte, N.C., to Rockefeller Global Family Office, the firm’s wealth management division. According to Forbes, the Variant Path Group joins from Morgan Stanley and has $1.3 billion in assets under management.

The team is led by Managing Director and Private Advisor Taylor Barden, who has been at Morgan Stanley since 2007. He’s joined by 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.

The group reports to Kristen Sario, Southeast divisional director of Rockefeller Global Family Office.

“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,” said Christopher Dupuy, president of Rockefeller Global Family Office, in a statement.

The addition follows news last week that Rockefeller added a 10-person team in Richmond, Va., with a reported $2.3 billion in assets, from Truist.

Rockefeller Capital Management began as the family office of John D. Rockefeller in 1882 and was restructured as an independent advisory firm in 2018. The firm has since grown to include three distinct businesses—Rockefeller Global Family Office, Rockefeller Asset Management and Rockefeller Strategic Advisory. They represent 50 locations across the US and one in London, overseeing about $122 billion in client assets.

Last year, Rockefeller received its first external capital investment—$622 million from the ultra-wealthy Desmarais family in Canada, which has historical ties to the Rockefellers—in a deal valued at $3 billion.



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