Rockefeller nabs $450 million Merrill Lynch team

Rockefeller nabs $450 million Merrill Lynch team
The pair of advisers in Denver marks the registered investment advisory firm’s first foray into Colorado.
FEB 22, 2021

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.

Latest News

Maryland bars advisor over charging excessive fees to clients
Maryland bars advisor over charging excessive fees to clients

Blue Anchor Capital Management and Pickett also purchased “highly aggressive and volatile” securities, according to the order.

Wave of SEC appointments signals regulatory shift with implications for financial advisors
Wave of SEC appointments signals regulatory shift with implications for financial advisors

Reshuffle provides strong indication of where the regulator's priorities now lie.

US insurers want to take a larger slice of the retirement market through the RIA channel
US insurers want to take a larger slice of the retirement market through the RIA channel

Goldman Sachs Asset Management report reveals sharpened focus on annuities.

Why DA Davidson's wealth vice chairman still follows his dad's investment advice
Why DA Davidson's wealth vice chairman still follows his dad's investment advice

Ahead of Father's Day, InvestmentNews speaks with Andrew Crowell.

401(k) participants seek advice, but few turn to financial advisors
401(k) participants seek advice, but few turn to financial advisors

Cerulli research finds nearly two-thirds of active retirement plan participants are unadvised, opening a potential engagement opportunity.

SPONSORED RILAs bring stability, growth during volatile markets

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.

SPONSORED Beyond the dashboard: Making wealth tech human

How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave