Rockefeller Capital Management has added a seven-member Houston team from J.P. Morgan to its Global Family Office division, led by managing directors Chris Sheets and Forrest Green. According to a Forbes Best-in-State advisor ranking, the team previously managed $1.4 billion in assets and had been with Bernstein Private Wealth Management before joining J.P. Morgan in 2018. The move follows Rockefeller’s earlier-this-month addition of The Kellam Group, a Naples, Fla.-based team from Truist. Rockefeller oversees about $237 billion in client assets.
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JPM
• NeutralJPMorgan Chase
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Financials |
| Industry | Diversified Banks |
| Market cap | $894.6B |
| Close on 10/23/2026 | 331.54 |
| Change that session | -1.49% |
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