Matthew Richeda and Christopher Farr, who managed $450 million in assets along with two associates at Merrill Lynch, have joined Rockefeller Capital Management in Denver, Colorado.
The addition will give Rockefeller, which manages about $19 billion, a presence in the state for the first time.
Richeda started his career in 1994 at A.G. Edwards and joined Merrill in 1996, according to his BrokerCheck record. Farr had worked at Merrill since 2011.
The team also includes two staff members, Christopher Nazzaro and Anna Miller.
InvestmentNews reported in 2017 that the IRS was scrutinizing the tax shelter land deals, called syndication conservation easements.
Advisors gain a second workflow for 401(k) guidance as the fintech expands beyond bulk rebalancing, backed by new policy research on advice access.
New data shows most people do not have enough saved to cover costs and are not fully utilizing their accounts.
Firms announce new recruits this week, with teams overseeing hundreds of millions in client assets switching affiliations.
It’s the 12th deal for Stratos since SEI's investment and follows 11 acquisitions worth $4.8B in 2025.
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
