Rockefeller Capital Management has tapped a $1 billion upstate New York wealth management group from Janney Montgomey Scott.
The team includes Jeff Pollard, private advisor and managing director, and Raymond Bryan and John Carl, who are private advisors and senior vice presidents.
Rockefeller announced the move last week on LinkedIn.
"Building on our longstanding presence and legacy of excellence in Saratoga Springs, we are pleased to welcome Pollard Bryan Carl Wealth Partners to Rockefeller Global Family Office, who bring significant expertise in providing specialized wealth, retirement and investment planning solutions to clients across levels of complexity and stages of wealth," the post said.
The practice served at Janney as Pollard Bryan & Carl Wealth Management Group. Forbes last month named the group as a 2025 Best-In-State wealth management team. According to the Forbes profile, the team indicated that it served individual, charitable and small-business clients with a typical $1 million to $20 million net worth.
AdvisorHub reported on the move Friday.
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