A three-person team managing $1.5 billion at Morgan Stanley Private Wealth Management in Los Angeles has joined Rockefeller Capital Management.
The Maentz Machlovitch Group is led by Hans Maentz and Bern A. Machlovitch and includes portfolio manager Ben Helvey.
Maentz Machlovitch specializes in providing investment services to Native American tribes and Alaskan native corporations.
Both Maentz and Machlovitch started their careers at Lehman Brothers in 2002, according to their BrokerCheck profiles. Morgan Stanley recruited them from Lehman in 2006.
The firm is extending its growth ambitions with a new location in Colorado while welcoming a $750M Schwab advisor.
The second-largest acquisition in the wealth firm's history adds a 12-person Minnesota team, led by a _-year financial planning veteran.
The online brokerage giant posted better-than-expected net income for the third quarter as it emerges from a historically challenging year.
Nationwide survey reveals rising concerns among investors ahead of November 5.
Firm launches new fund through collaboration to enhance philanthropic offer.
Discover the award-winning strategies behind Destiny Wealth Partners' client-centric approach.
Morningstar’s Joe Agostinelli highlights strategies for advisors to deepen client engagement and drive success
