Displaying 29 results
Rockefeller expands California presence with $1B JPMorgan team
The firm is bolstering its profile in the San Francisco Bay Area with a high-net-worth practice that includes a father-son advisor duo.
Rockefeller taps industry veteran to lead new unified group
The wealth firm’s latest leadership hire will take charge of developing innovative investments and client solutions.
Rockefeller Global Family Office expands footprint with team of 10
The firm has added its first private advisor team in Richmond, Virginia.
Alexandra Lebenthal joins Rockefeller
Third-generation Wall Streeter will continue focus on women-led businesses.
Rockefeller Capital sports $3.1 billion valuation with new investment
Rockefeller said it sold a 20.5% minority stake for $622 million to a Canadian investor, IGM Financial.
First Republic sees more financial advisors walk
The San Francisco-based Marchetti Porter Wealth Partners jumped ship over the weekend.
Eric Heaton joins Rockefeller to head strategy
The former Morgan Stanley executive will expand the firm's product offerings.
Fleming’s Rockefeller plans to double number of adviser teams
The firm, which currently has 85 teams, is focusing on growth in places that have seen influx of wealthy residents in recent years, such as Charlotte, North Carolina, and Austin, Texas.
Empower teams with Rockefeller to create turnkey retirement plan
Rockefeller will serve as a plan’s ERISA section (3(38)) investment manager.
Rockefeller adds $850 million Merrill team
Greenwood Village, Colorado-based Brent Hablutzel and Zachary Bond-Stefo will operate as the Hablutzel Group.
Morgan Stanley veteran Sharma joins Rockefeller
The executive will serve as managing director and chairman of Rockefeller's international unit as the firm expands its services to the world's super-rich.
Rockefeller Capital nabs $1.5 billion Truist team
The eight-member Atlantic Group has offices in Palm Beach, Florida, and Bethesda, Maryland.
What’s LPL’s recruiting deal for employee advisers?
LPL's new deal to attract employee advisers has two parts: an upfront signing bonus and a second bonus that's paid over several years.
Market outlook ‘as good as it gets’: Rockefeller CEO Greg Fleming
The current conditions for the stock market have been buoyed by strong economic growth as the Covid-19 pandemic recedes and unprecedented federal government spending, Fleming said.
Rockefeller adds UBS team managing $1.9 billion
Knowlton Knowlton & Larsen will be Rockefeller's first group of advisers in Boston.
Rockefeller zeroes in on Merrill Lynch, Morgan Stanley advisers
According to InvestmentNews data, since Rockefeller Capital's launch in early 2018 to the end of March, the clear bulk of its hired advisers have come from CEO Greg Fleming's two former firms.
Rockefeller’s Fleming sees corporate tax hike as ‘honeypot’
U.S. companies are the group most likely to see a tax increase given the amount of revenue that could bring in, the CEO of Rockefeller Capital said.
UBS trio managing $560 million moves to Rockefeller
The five-member team is joining the firm’s Newport Beach, California office
Michigan duo managing $350 million at Merrill joins Rockefeller
Low Group, a four-person team, is based in Bloomfield Hills, Michigan.
UBS team managing $630 million moves to Rockefeller
Five-person Adapt Partners is joining Rockefeller in San Antonio
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