Two advisers who had managed $850 million of assets at Merrill Lynch in the Denver area have joined Rockefeller Capital Management.
The four-person team, which is based in Greenwood Village, Colorado, operates as the Hablutzel Group.
The team is led by Brent Hablutzel, and includes Zachary Bond-Stefo and client associates Lori C. Caddey and Shayna Yallaly.
Hablutzel has 17 years of experience, all of it at Merrill, according to his BrokerCheck profile, while Bond-Stefo started his career at Merrill in 2019.
The Reddit trading community's formal comment letter against the proposal is drawing widespread attention across finance and tech circles.
RIA aggregator adds $4.8 billion in client assets across seven states as demand grows for alternatives to traditional succession models.
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
Shareholder targets FS KKR Capital's directors over alleged portfolio valuation and dividend missteps.
UBS has a history of costly litigation stemming from the sale of volatile investment products.
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
