Rockefeller expands to Naples with Coplin Wealth team

Rockefeller Global Family Office is entering Naples, Florida, by adding Coplin Wealth Partners to its wealthiness absorption business.

Coplin Wealth Partners works with ultra-high-net-worth individuals (UHNWIs) and families connected fiscal issues.

The squad is headed by Steven Coplin, a backstage advisor and managing manager with much than 25 years of acquisition advising multigenerational clients.

Other members of the squad are Ryan Sherman, backstage advisor and elder vice president; Lynette Susi and Caroline Coplin, backstage advisors and vice presidents; Ashley Gegenwarth, main operating serviceman and vice president; Biagio Delboccio, lawsuit narration associate; and Phoebe Coplin, lawsuit associate.

The squad is joining from Morgan Stanley and volition study to Kristen Sario, Southeast determination president astatine Rockefeller Global Family Office.

Sario said: “We are pleased to invited Coplin Wealth Partners, whose attack reflects the thoughtful, bespoke guidance we worth astatine Rockefeller.

“Steven and his squad person heavy ties wrong the Naples community, and we look guardant to moving with them to enactment the dynamic needs of the individuals, families and institutions they serve.”

In Florida, Rockefeller Global Family Office already has offices successful Boca Raton, Fort Lauderdale, Palm Beach Gardens, Ponte Vedra, Wellington and Winter Park.

Rockefeller Capital Management was acceptable up successful 2018 arsenic an autarkic fiscal advisory services firm.

Its origins day backmost to 1882, erstwhile it was created arsenic the household bureau of John Rockefeller.

The institution present provides proposal to UHNWIs and families, institutions and corporations done offices successful 32 US markets and 1 bureau successful London.

As of 31 March 2026, the steadfast oversaw $203bn successful lawsuit assets crossed Rockefeller Global Family Office, Rockefeller Global Investment Management and Rockefeller Global Investment Banking.

Rockefeller Global Family Office president Michael Outlaw commented: “Naples continues to spot meaningful maturation successful backstage wealthiness and is an important marketplace for our clients.

“Establishing our beingness connected Florida’s westbound seashore allows america to service clients locally portion bringing the afloat capabilities of our level to bear.”

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