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FUNDRAISING NEWS | February 04, 2025
Tags: Personnel, Financial Advisor Move
Rockefeller Capital Management announced that Sarasota Springs, NY-based Pollard Bryan Carl Wealth Partners has joined Rockefeller Global Family Office from Janney Montgomery, where they reportedly managed $1B in client assets.
The team is composed of advisors Ray C.H. Bryan, Jeff Pollard, and John E. Carl, who bring nearly six decades of combined experience. Joining them in the move are Jackie Dufrense, Buffy Leonard, Dedra Brust, Luke Saddlemire, and Colleen Garcia.
Pollard Bryan Carl Wealth Partners is the newest recruit to Rockefeller’s global family office division and follow the recent addition Blue Wealth Partners of Oak Brook, IL, which joined at the end of January.
Written By: Dakota
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925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481
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