A Merrill Lynch team managing $550 million in Northbrook, Illinois, has joined Rockefeller Capital Management, a New York-based advisory firm managing $5.4 billion.
The team is led by Bill Colwyn and Dan Mendelson, both of whom had worked at Merrill Lynch since 2008, and is known as the CM Private Wealth Group.
The team also includes Michelle McCabe, the chief operating officer.
Thirty four percent of advisors surveyed by InvestmentNews say they use direct indexing strategies but 39 percent don’t.
“This is on the B. Riley Securities side of the business, the dealmaking side,” one senior industry executive said.
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"Synth Equity has been such a tailwind for these advisors who really understand the story," Measured Risk Portfolios’ head of distribution said.
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