Rockefeller Lands $7.7-Mln UBS Duo in Atlanta



Rockefeller’s Global Family Office has landed a UBS Wealth Management USA team that oversaw $900 million in client assets in Atlanta, according to a source familiar with their practice.

The four-person team, called Bridgeline Wealth Partners, is led by advisors Travis M. Propst and J. Trent Douglas and includes support staff Ryan Brady and Jaimie Crook. They had produced $7.7 million in annual revenue, according to the source.

The team, which joined on October 13, reports to Kristen Sario, Rockefeller’s Southeast division director who joined the New York-based firm from Morgan Stanley in 2022.

“Their experience as advisors, counselors, and confidantes dedicated to managing the complexities of families and wealth is a great addition to our growing presence in the Greater Atlanta market,” ​​Sario said in a Friday announcement.

Sario’s division last month also added a UBS team in North Carolina that oversaw $600 million in client assets and produced $4.8 million in annual revenue.

The Bridgeline team ranked #26 on Forbes’ best-in-state wealth management teams list this year. Propst and Douglas individually ranked #9 and #21, respectively, on the publication’s best-in-state wealth advisors list this year.

Propst started his career 26 years ago at Morgan Stanley’s predecessor Smith Barney and joined Merrill Lynch in 2006 where he stayed until joining UBS in 2012, according to BrokerCheck.

Douglas, who has 21 years of experience, started his career at Merrill and joined UBS in 2014, according to BrokerCheck.

Neither broker returned requests for comment sent through social media and left at their Rockefeller office.

A UBS spokesperson declined to comment.

Rockefeller, which in September reshuffled its management structure, has bolstered its recruiting efforts after a summer slowdown. It last week landed two teams, one from Wells Fargo Advisors, and a second from Janney Montgomery Scott, which had produced $7 million in combined revenue.

Rockefeller managed $112 billion in client assets as of June 30, according to the announcement. It has hired over 100 teams since its recapitalization by Viking Global Investors in 2018 and was valued at around $3 billion in an April funding round.



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Edmund Shing, PhD

Global Chief Investment Officer
BNP Paribas Wealth Management

Edmund has over 29 years of experience in financial markets in a wide variety of positions, ranging from proprietary trading to portfolio manager in a number of financial institutions in London and Paris.  He previously held the role of Global Head of Equity and Derivative Strategy at BNP Paribas in London from 2015 to 2020, and has been Chief Investment Officer at BNP Paribas Wealth Management since November 2020.

Edmund is responsible for piloting our investment strategy and will continues to rollout out recommendations and themes with actionable advice that brings our expertise to our clients and support to our client-facing teams.  In this time of change, his expertise in following and anticipating markets is a true value added for both our customers and those at Wealth Management who serve them.

Edmund has a PhD in Cognitive and Computing Science from the University of Birmingham in the United Kingdom, and has done advanced studies in Knowledge-Based Systems and in Experimental Psychology.  He is an EFFAS-certified financial analyst. He has also authored the book “The Idle Investor” published by Harriman House in 2015, proposing 3 simple investment strategies that take only a few minutes to execute per month.

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