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Rockefeller Global Family Office expands private wealth business in Southeast division
Other - FEBRUARY 9, 2024

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Rockefeller Global Family Office expands private wealth business in Southeast division

by Released

Rockefeller Global Family Office has added Variant Path Group, a respected 10-person team based in Charlotte, N.C.

The team includes Taylor Barden, managing director and private adviser; Tory Raether, senior vice president, private adviser, and team CIO; Kristen Richards, James Freeman, and C. Lee Ives III, senior vice presidents and private advisers; Harper Hicks and James Waters, vice presidents and private advisers; Alyce Noonan and Maggi Brown, senior client associates; and Ashley Haisch, wealth management analyst.

The group joins from Morgan Stanley.

“The Charlotte area is one of the fastest growing in the United States, and Variant Path Group brings deep ties to the community dating back more than 60 years,” said Christopher Dupuy, president of Rockefeller Global Family Office.

Charlotte is the nation’s second largest banking center, Kristen Sario, Southeast divisional director of Rockefeller Global Family Office, noted, with a vibrant, divers

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