Rockefeller Global Family Office, the wealth management division of Rockefeller Capital Management, has announced it is establishing a presence in Naples, Fla., with the addition of Coplin Wealth Partners.
Coplin Wealth Partners advises ultra-high-net-worth (UHNW) individuals and families on complex financial matters. The team is led by private adviser 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 to 2026.
The team also includes private adviser and senior vice president Ryan Sherman, private advisers and vice presidents Lynette Susi and Caroline Coplin, COO 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 Ro
