The new team will establish the wealth management group's presence in Virginia.

Rockefeller Global Family Office, the wealth management division of Rockefeller Capital Management, has added Lewis Wealth Partners – the firm’s first private advisor team based in Richmond, Virginia. 

The move comes a fortnight after the firm added Axiom Wealth Partners, a business with 26 people based in Grand Rapids, Michigan.

Lewis Wealth Partners is led by managing directors and private advisors John Lewis, Joseph Bartholomew III, and Richard Blackwell as well as senior vice president and private advisor Kylie Roman. The 10-person team is joining from Truist and will report to Kristen Sario, Southeast divisional director of Rockefeller Global Family Office.

Other members of Lewis Wealth Partners include team financial planning officers Lindsay E Dillon and Trevor Adams, wealth manager Michael G Hofmeister, client service manager Catherine Elrod, and client associates Lauren Hershey and Jessica Taylor.

The Rockefeller business is part of Rockefeller Capital Management which, at the end of last year, had $122 billion in client assets across its three businesses. RCM was established in 2018. The business was originally created in 1882 as the family office of John D Rockefeller.