Rockefeller Global Family Office, the wealth management division of Rockefeller Capital Management (“Rockefeller”), today announced that it is strengthening its presence in Naples, Florida with the addition of The Kellam Group. The Kellam Group provides comprehensive wealth management advice to high-net-worth and ultra-high-net-worth individuals, business owners, and multigenerational families.

Earlier this year, Rockefeller established its presence in Naples, opening its first office on the west coast of Florida.

The team is led by Private Advisor and Managing Director Gordon Kellam, who has more than 25 years of experience advising individuals and businesses.

The team also includes Private Advisor and Managing Director Matt Caras, Private Advisor and Managing Director Owen Wilson, Senior Wealth Strategist and Vice President Brad Cherkin, Senior Client Associate and Vice President Erica Solas, Client Associate and Vice President Sumera Yousaf, and Financial Analyst and Vice President Trey Outlaw.

“Since opening our office in Naples, we have seen significant momentum, and welcoming The Kellam Group will help continue to drive meaningful growth,” said Michael Outlaw, President of Rockefeller Global Family Office. “We are pleased to be able to deliver Rockefeller’s full platform to clients locally in strategic private wealth markets.”

The team joins from Truist and reports to Kristen Sario, Southeast Regional President of Rockefeller Global Family Office.

“The Kellam Group has decades of experience helping families navigate the complexities of wealth, and we are pleased to welcome them to Rockefeller,” said Sario. “They take a personalized, relationship-driven approach, and we look forward to helping them deliver Rockefeller’s full capabilities to their clients.”

To learn more about the team, visit: https://www.rockco.com/the-kellam-group/

About Rockefeller Capital Management

Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 35 markets throughout the United States, as well as an office in London. As of August 31, 2026, the Firm was responsible for $237 billion in client assets across its three businesses, Rockefeller Global Family Office, Rockefeller Global Investment Management, and Rockefeller Global Investment Banking.

Disclosures

This material was prepared by Rockefeller Capital Management, solely for informational and educational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy interests in any Rockefeller Capital Management investment vehicle, product or service, and should not be interpreted to constitute a recommendation with respect to any security or investment plan. Although the information provided is carefully reviewed, Rockefeller Capital Management cannot be held responsible for any direct or incidental loss resulting from applying any of the information provided. Forward-looking statements, including those presented herein, are inherently uncertain, as future events may differ materially from those reflected, and past performance is not a guarantee of future performance. No investment strategy can guarantee a profit or protection against losses. Investment decisions should be based on an individual’s investment objectives, risk tolerance, liquidity needs and financial situation. Investing involves risk, including risk of loss. This information may not be copied, reproduced or distributed without Rockefeller Capital Management’s prior written consent. Brokerage and investment advisory services offered by Rockefeller Global Family Office are provided by Rockefeller Financial LLC, which is an SEC registered broker-dealer and investment adviser, member FINRA/SIPC.

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