$1 billion Merrill Lynch team moves to Rockefeller
PBS Wealth Group is located in Newport Beach, California.
A five-person, three-adviser team managing $1 billion at Merrill Lynch has joined Rockefeller Capital Management in Newport Beach, California.
The addition will give Rockefeller, which manages about $19 billion, 46 teams across the nation.
The advisers making the move are Alpesh Patel, Matthew Birkett and Darren Siegrist, along with two associates.
[More: Rockefeller nabs $450 million Merrill Lynch team]
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