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Rockefeller Center in New York. Copyright Mario Tama, Getty Images

Pair of Advisors Managing $2.2 Billion Leave UBS for Rockefeller

Justin Ryan and Tom Epperson are the first advisors to join Rockefeller’s new office in Atlanta.

A pair of advisors managing $2.2 billion recently left UBS Private Wealth Management to work for Rockefeller Capital Management.

Justin Ryan and Tom Epperson, both advisors in Atlanta, oversaw assets totaling $1.4 billion and $800 million, respectively. They will be managing directors and the first Rockefeller advisors in Georgia’s capital, where a budding local technology sector is creating more wealthy individuals and attracting other wealth managers, too.

Ryan and Epperson worked with a short list of clients relative to the assets they oversaw and were both members of the Pinnacle Council at UBS, a group of top-producing advisors. They have relationships and work with a number of the Atlanta’s “most successful families” President and CEO of Rockefeller Gregory Fleming said in a statement about the advisors.

Fleming, who was previously the president of Morgan Stanley Wealth Management and Morgan Stanley Investment Management, started Rockefeller Capital Management in collaboration with Rockefeller Financial Services Inc. in March. It is owned by Viking Investment Fund, a trust representing the broader Rockefeller family and the firm’s management.

The company had $18.5 billion in assets under advisement in its existing asset management and wealth management businesses when it launched, and has seen been on a hiring spree. Last month, Rockefeller hired Chris Dupuy, a former managing director and president at Focus Financial Partners, to be its chief operating officer, and a GE exec to lead talent acquisition.

In addition to Ryan and Epperson, Rockfeller also recruited a number advisors who specialize in high-net-worth families, including a family office expert in Florida and The Bapis Group, was managing $1.2 billion at HighTower Advisors.

Fleming told WealthManagement.com that he wants to grow the advisory firm to $100 billion in assets in the next five years, and he believes the Rockefeller name can help get him there, particularly in generating new business outside the U.S. 

 

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