The Rockefeller Global Family office announced that they are adding Decision Point Wealth Partners, a wealth management firm based in Wilmington, North Carolina.
Decision Point’s six-person team is led by Managing Director Chad Pearson and Senior Vice Presidents Donis Smith and Paul Patterson. They all are joining the firm from UBS and will report to Rockefeller’s Southeast Division director, Kristen Sario.
“Their experience, expertise and reputation make them a perfect fit with Rockefeller’s national adviser community and entrepreneurial culture,” said Christopher Dupuy, co-president of the Rockefeller Global Family Office.