Eric Heaton, who led Morgan Stanley’s banking operations, has joined Rockefeller Capital Management as a managing director, head of strategy and a member of the firm’s management committee.
Specifically, Heaton will work on expanding the firm’s product offerings in the areas of credit, banking, insurance, annuities and retirement; accelerate growth in Rockefeller’s strategic advisory business; and develop enterprise-wide client relationships.
Heaton served for 10 years as president of U.S. Banks at Morgan Stanley, where he led banking and lending products for both the wealth management and institutional securities divisions. He oversaw two banks regulated by the Office of the Comptroller of the Currency and the firm’s community development finance group.
Heaton earlier held executive positions at Deutsche Bank and Merrill Lynch.
Also, Orion has added BlackRock, Fidelity, and Vanguard to its custom portfolios suite, and RedBlack has set up a new headquarters after crossing a trillion-dollar milestone.
Also, New York-based Legacy Edge Advisors names its first-ever CEO, while Novare Capital Management hires a Vanguard veteran with a multigenerational planning focus.
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