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.
With over 600 clients, the $71 billion RIA acquirer's latest partner marks its second transaction in Oklahoma.
Also, wealth.com enters Commonwealth's tech stack, while Tifin@work deepens an expanded partnership.
Back office workers and support staff are particularly vulnerable when big broker-dealers lay off staff.
The fintech giant is doubling down on its strategy to reach independent advisors through a newly created leadership role.
The two firms are strengthening their presence in California with advisor teams from RBC and Silicon Valley Bank.
How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave
From direct lending to asset-based finance to commercial real estate debt.
