An eight-member team managing $1.5 billion at Truist Investment Services in Palm Beach, Florida, and Bethesda, Maryland, has joined Rockefeller Capital Management, a New York-based firm managing $85 billion.
The leaders of the firm, Peter Clarke, Drew Karr and Neva Hagopian, had been affiliated with Truist and predecessor BB&T since 2013, and earlier were affiliated with Scott & Stringfellow.
They are joined in the move by Jack Traxler, Jack Mutchnik, Serena Burns, Caryn Minns and Natalie Smyth.
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.
