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 Dynasty Financial partner firm's latest deal in Connecticut adds roughly $600 million in client assets.
The giant broker dealer and RIA overseeing roughly $554 billion in AUA has appointed a Merrill and BofA alum to support advisor growth.
Firm's CEO is confident SEC can approve without legislation.
The group led by a 37-year industry veteran brings $470 million in assets to the Philadelphia-based broker dealer.
The Atlanta, Georgia-based national wealth firm revealed its new PE partner as prior backers Wealth Partners Capital Group and HGGC's Aspire Holdings exited their investments.
Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.
