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Laxman Pai, Opalesque Asia: The Florida-based boutique financial services division of Spearhead will become The Bostwick Walters Group within Rockefeller Global Family Office, which has $1.5 billion in assets.
The deal accelerates Rockefeller's expansion, building on previous acquisitions as well as the company's recruiting efforts targeting elite advisors. Within the Rockefeller Global Family Office, the new team will operate as The Bostwick Walters Group, comprised of 12 elite financial professionals serving approximately 70 families.
The Bostwick Walters Group is led by Managing Director and Private Wealth Advisor Jarrett Bostwick and Managing Director and Private Wealth Advisor Todd Walters. It joins the firm's Southeast Division, led by Kristen Sario.
Bostwick also serves as Managing Principal of National Financial Companies, a multi-family office venture capital investment firm.
Before his work with Spearhead, he practiced law as a partner with the Chicago firms of Handler Thayer, LLP, and Gardner, Carton & Douglas, LLP, serving affluent clients and family offices.
Todd Walters has worked for more than 25 years in the alternative investment management industry, with experience in the U.S., Europe, and Asia.
"We're proud of the practice we've developed at Spearhead over the past 10 years," Walters said. "But we've reached the point where we know our clients would benefit from the powerful platform, culture, and brand at Rockefeller Capital ...................... To view our full article Click here
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