A five-person team managing $1.9 billion at UBS Financial Services in Boston has joined Rockefeller Capital Management.
The team, Knowlton Knowlton & Larsen, will be Rockefeller’s first group based in Boston.
The firm is led by Laurence Knowlton, who has 35 years of experience and had worked at UBS since 1995, according to his BrokerCheck report; Griffin Knowlton, who has 11 years of experience; and Wyatt Larsen, who has 22 years of experience and had worked at UBS since 2008.
The group also includes Jennifer Pearson and Sophia Morgan.
The Reddit trading community's formal comment letter against the proposal is drawing widespread attention across finance and tech circles.
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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
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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
