The addition of the team in Atlanta continues a run of similar moves around the US.

Rockefeller Global Family Office, the wealth management division of Rockefeller Capital Management, last week said it had added Bridgeline Wealth Partners, a four-person team based in Atlanta, Georgia. 

The group – formerly from UBS – will report to Kristen Sario, Southeast divisional director of Rockefeller Global Family Office.

Bridgeline, which is led by managing directors and private advisors Travis Propst and J Trent Douglas, includes senior wealth and investment strategy associate Ryan Brady and senior client relationship manager Jaimie Crook. 

Propst, who entered the financial services industry in 1996, specializes in portfolio management and investment strategies. He began his career at Robert Thomas Securities and managed portfolios at Smith Barney until joining Merrill Lynch in 2006 as a senior vice president of Investments. In 2012, he moved to UBS where he advised clients for more than a decade.

Douglas has been with the Bridgeline team since 2014. Prior to joining the practice, he spent more than 13 years as a wealth management advisor, portfolio manager and vice president with Merrill Lynch. 

Last week Rockefeller Global Family Office added private advisor teams in the DC metro area and Los Angeles.

In April, Rockefeller Capital Management partnered with the Rockefeller and the Desmarais dynasties as long-term strategic investors. The arrival of the Desmarais family into the RCM fold saw a prominent Canadian family becoming involved in the business.