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.
It's the mega-RIA firm's third $1B+ acquisition in just three months.
Wall Street leaders propose ways to monetize the mortgage giants.
Changes in legislation or additional laws historically have created opportunities for the alternative investment marketplace to expand.
A Texas-based bank selects Raymond James for a $605 million program, while an OSJ with Osaic lures a storied institution in Ohio from LPL.
The Treasury Secretary's suggestion that Trump Savings Accounts could be used as a "backdoor" drew sharp criticisms from AARP and Democratic lawmakers.
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.
