Wealth and Asset Management
Rockefeller expands to Naples with Coplin Wealth team
Rockefeller Global Family Office is entering Naples, Florida, by adding Coplin Wealth Partners to its wealth management business. Coplin Wealth Partners works with ultra-high-net-worth individuals (UHNWIs) and families on financial issues. The team is headed by Steven Coplin, a private advisor and managing director with more than 25…
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