Rockefeller Capital Management Welcomes The Maxwell Group, of The Woodlands, TX, to its Rockefeller Global Family Office

NEW YORK--(BUSINESS WIRE)--Rockefeller Capital Management today announced that The Maxwell Group, an eight-member team based in The Woodlands, TX, Greater Houston Area, has joined the firm’s Rockefeller Global Family Office.

Led by Managing Director and Private Advisor Kyle Maxwell, a 17-year industry veteran, the team has more than 100 years of combined experience in providing strategic wealth planning advice to discerning clients, among them individuals, families, and small businesses. The group joins from Merrill Lynch and will report to Michael Armondo, Central Division Director.

“The Maxwell Group’s strong record of client service and growth is a perfect fit with our existing offering and the communities we serve. We look forward to partnering with this talented team as we expand our presence in the firm’s Central Division,” said Armondo.

“We’re delighted to welcome Kyle and his team to Rockefeller. Their dedication to excellence and client service exemplifies the culture of our firm, and their decision to join us underscores our commitment to attracting the very best advisory groups as we grow across the U.S.,” said Christopher Dupuy, Co-President of Rockefeller Global Family Office.

Members of the Maxwell Team include Senior Vice Presidents and Private Advisors Adam James Loveless and Barry Johnson; Vice Presidents and Private Advisors Shawna Alexander, Kevin Hermis and Sean Foust; and Senior Client Associates De’An Tate and Stacie Harris.

To learn more about The Maxwell Group, click here.

About Rockefeller Capital Management

Rockefeller Capital Management was established in 2018 as a leading independent, financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from 40 locations across the United States. Early in 2022, the Firm opened an office in London. As of September 30, 2022, the Firm was responsible for approximately $90 billion in client assets across its three business segments, the Rockefeller Global Family Office, Rockefeller Asset Management and Rockefeller Strategic Advisory.