NEW YORK, May 16 — Rockefeller Global Family Office, the wealth management division of Rockefeller Capital Management (“Rockefeller”), today announced it is establishing a presence in Naples, Florida, with the addition of Coplin Wealth Partners.
Coplin Wealth Partners advises ultra-high-net-worth individuals and families on complex financial matters. The team is led by Private Advisor and Managing Director Steven Coplin, who has more than 25 years of experience working with multigenerational clients. He has been recognized by Forbes on its “Best-in-State Wealth Advisors List” for Florida from 2021-2026.*
The team also includes Private Advisor and Senior Vice President Ryan Sherman, Private Advisors and Vice Presidents Lynette Susi and Caroline Coplin, Chief Operating Officer and Vice President Ashley Gegenwarth, Client Relationship Associate Biagio Delboccio and Client Associate Phoebe Coplin.
The group joins Rockefeller from Morgan Stanley and will report to Kristen Sario, Southeast Regional President of Rockefeller Global Family Office. They were recognized by Forbes on its “Best-in-State Wealth Management Teams” list in 2023-2026.**
“Naples continues to see meaningful growth in private wealth and is an important market for our clients,” said Michael Outlaw, President of Rockefeller Global Family Office. “Establishing our presence on Florida’s west coast allows us to serve clients locally while bringing the full capabilities of our platform to bear.”
In Florida, Rockefeller Global Family Office also maintains offices in Boca Raton, Fort Lauderdale, Palm Beach Gardens, Ponte Vedra, Wellington and Winter Park.
“We are pleased to welcome Coplin Wealth Partners, whose approach reflects the thoughtful, bespoke guidance we value at Rockefeller,” said Sario. “Steven and his team have deep ties within the Naples community, and we look forward to working with them to support the dynamic needs of the individuals, families and institutions they serve.”