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.
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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Workforce trust measures predicted which companies came out ahead during COVID-19. The same dynamic may now be playing out across the AI transition — and the data suggests the spread could be just as wide.
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