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.
InvestmentNews reported in 2017 that the IRS was scrutinizing the tax shelter land deals, called syndication conservation easements.
Advisors gain a second workflow for 401(k) guidance as the fintech expands beyond bulk rebalancing, backed by new policy research on advice access.
New data shows most people do not have enough saved to cover costs and are not fully utilizing their accounts.
Firms announce new recruits this week, with teams overseeing hundreds of millions in client assets switching affiliations.
It’s the 12th deal for Stratos since SEI's investment and follows 11 acquisitions worth $4.8B in 2025.
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
