Team move
Piedmont Wealth Partners
Truist Bank → Rockefeller Capital Management
What changed
Joined Rockefeller Global Family Office as part of the Piedmont Wealth Partners team from Truist.
- Reported / discovered
- Oct 1, 2026
- Effective
- Not reported
- New role
- Senior Client Associate
- Previous role
- Not reported
- Market
- Charlotte, NC
- Reported book
- $1B
- Reported team size
- 5 people
- Named people
- 5
Reported book AUM is not a confirmed transfer. Team size may include support staff. A missing effective date means it was not established from the available evidence.
Sources & evidence
Financial Advisor Magazine ↗Oct 1, 2026 · Reporting
This record is supported by reporting. It has not been independently corroborated by a linked registration observation.
Record history
5 observations consolidated into one event.
Oct 7, 2026Source evidence reconciled
Oct 5, 2026Source evidence reconciled