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.
Blue Anchor Capital Management and Pickett also purchased “highly aggressive and volatile” securities, according to the order.
Reshuffle provides strong indication of where the regulator's priorities now lie.
Goldman Sachs Asset Management report reveals sharpened focus on annuities.
Ahead of Father's Day, InvestmentNews speaks with Andrew Crowell.
Cerulli research finds nearly two-thirds of active retirement plan participants are unadvised, opening a potential engagement opportunity.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today’s choppy market waters, says Myles Lambert, Brighthouse Financial.
How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave
