Rockefeller Capital Management was set up in 2018 as an independent financial advisory services firm. Credit: Fit Ztudio/ Shutterstock.com.

Rockefeller Global Family Office is entering Naples, Florida, by adding Coplin Wealth Partners to its wealth management business.

Coplin Wealth Partners works with ultra-high-net-worth individuals (UHNWIs) and families on financial issues.

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The team is headed by Steven Coplin, a private advisor and managing director with more than 25 years of experience advising multigenerational clients.

Other members of the team are Ryan Sherman, private advisor and senior vice president; Lynette Susi and Caroline Coplin, private advisors and vice presidents; Ashley Gegenwarth, chief operating officer and vice president; Biagio Delboccio, client relationship associate; and Phoebe Coplin, client associate.

The team is joining from Morgan Stanley and will report to Kristen Sario, Southeast regional president at Rockefeller Global Family Office.

Sario said: “We are pleased to welcome Coplin Wealth Partners, whose approach reflects the thoughtful, bespoke guidance we value at Rockefeller.

“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.”

In Florida, Rockefeller Global Family Office already has offices in Boca Raton, Fort Lauderdale, Palm Beach Gardens, Ponte Vedra, Wellington and Winter Park.

Rockefeller Capital Management was set up in 2018 as an independent financial advisory services firm.

Its origins date back to 1882, when it was created as the family office of John Rockefeller.

The company now provides advice to UHNWIs and families, institutions and corporations through offices in 32 US markets and one office in London.

As of 31 March 2026, the firm oversaw $203bn in client assets across Rockefeller Global Family Office, Rockefeller Global Investment Management and Rockefeller Global Investment Banking.

Rockefeller Global Family Office president Michael Outlaw commented: “Naples continues to see meaningful growth in private wealth and is an important market for our clients.

“Establishing our presence on Florida’s west coast allows us to serve clients locally while bringing the full capabilities of our platform to bear.”