Rockefeller Global Family Office Broadens Private Wealth Operations in Southeast Division, Welcomes Variant Path Group in Charlotte, NC

Rockefeller Global Family Office, the wealth management arm of Rockefeller Capital Management (“Rockefeller”), has proudly announced the inclusion of Variant Path Group, a respected team of 10 professionals based in Charlotte, NC.

With a track record of delivering exceptional financial guidance and client service to individuals, families, business owners, and professionals spanning generations, Variant Path Group aligns seamlessly with Rockefeller’s ethos and values.

The team comprises Managing Director and Private Advisor Taylor Barden; Senior Vice President, Private Advisor, and Team Chief Investment Officer Tory Raether; Senior Vice Presidents and Private Advisors Kristen Richards, James Freeman, and C. Lee Ives III; Vice Presidents and Private Advisors Harper Hicks and James Waters; Senior Client Associates Alyce Noonan and Maggi Brown; and Wealth Management Analyst Ashley Haisch.

Transitioning from Morgan Stanley, Variant Path Group will operate under the guidance of Kristen Sario, Southeast Divisional Director of Rockefeller Global Family Office. Notably, Variant Path Group was recently recognized on Forbes’ prestigious list of “2024 Best-in-State Wealth Management Teams.”

“The Charlotte area stands as one of the nation’s fastest-growing regions, with Variant Path Group deeply rooted in the community for over 60 years,” remarked Christopher Dupuy, President of Rockefeller Global Family Office. “Their established reputation for delivering top-tier financial advice and client service across diverse generations perfectly aligns with Rockefeller’s values and mission.”

Highlighting Charlotte’s prominence as the nation’s second-largest banking hub, Sario emphasized its dynamic economy, marked by rapid expansion in transportation, technology, energy, education, healthcare, and cultural sectors. “Variant Path Group will play a pivotal role in extending the Rockefeller experience to an expanding clientele base, both current and prospective

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