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.
A last-minute court filing ends a case against the federal tax-collecting agency that had drawn unprecedented conflict-of-interest questions from Democratic critics.
Advisors discuss their use of AI now and how it will change going forward
Medicare scam, pandemic benefit theft, offshore tax evasion — federal prosecutors are casting a wide net.
Report finds that pension income acts as a financial lifeline for retirees facing late-life shocks and raises urgent questions about the DC-only future.
Nine-month electronic trading freeze and share lending program at the center of dismissed claim.
As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
Growth may get the headlines, but in my experience, longevity is earned through structure, culture, and discipline
