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Rockefeller Capital Management has hired a private wealth team from Morgan Stanley in Charlotte, North Carolina, consisting of Adam B. Landau and Ramy Georgy. The duo, who managed $1.4 billion in assets, generated $4.5 million in annual revenue. They were previously part of Morgan Stanley's private wealth division that includes around 300 dedicated teams.
Adam Landau is an experienced financial advisor and Managing Director, having begun his career at Morgan Stanley’s Smith Barney in 1992 and later joining Morgan Stanley in 2005. Throughout his tenure, he has held significant positions, including Executive Financial Services Director and Alternative Investments Director. In addition to his professional responsibilities, Adam is deeply engaged in community service and philanthropy, serving on various boards and committees.
Ramy Georgy is a financial professional based in Tampa, Florida, who began his career at Morgan Stanley in 2012. Over the years, he has developed his expertise in portfolio management and specializes in the coordination and execution of restricted stock plan transactions.
To view the press release, click here.
Written By: John Washington, Data Research Analyst
John Washington is the Data Research Analyst at Dakota.
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