In 2018, the Bapis Group disrupted the wealth management space by changing their name to Vios Advisors and merged their client roster and skills set with one of the most storied and renowned names in finance: Rockefeller. Rockefeller Capital Management (RCM), whose roots date back to 1882 and the family office of John D. Rockefeller, America’s first billionaire.
Vios Advisor’s assets, at $1.4 billion, were combined with RCM’s total assets under advisement, now exceeding $18.5 billion. As RCM’s first advisory team, Vios Advisors and Rockefeller Capital Management set out a new vision, fusing new, forward-thinking vision and five decades of client service with Rockefeller’s seven generations of wealth building, preservation and stewardship for high-net-worth individuals, families and institutions.
WaddyFletch was hired by Jim Tsokanos to build the new Vios/Rockefeller brand from the ground up. We dedicate this case study to Jim who lost his life to Covid-19 on April 17, 2020. Rest in peace, Jim. We love you.