Displaying 29 results
Merrill Lynch team managing $1.3 billion joins Rockefeller
The four-adviser, eight-person Hambleton Fieler Group is based in Cincinnati, Ohio, and will be Rockefeller's first private wealth team in Ohio.
Morgan Stanley team managing $1.5 billion goes to Rockefeller
Maentz Machlovitch Group in Los Angeles specializes in working with Native American tribes.
Team managing $600 million at Merrill Lynch goes to Rockefeller
A three-adviser, three-associate team is joining the firm in San Antonio.
$1 billion Merrill Lynch team moves to Rockefeller
PBS Wealth Group is located in Newport Beach, California.
Rockefeller nabs $450 million Merrill Lynch team
The pair of advisers in Denver marks the registered investment advisory firm’s first foray into Colorado.
Rockefeller adds three teams managing $1.7 billion
Former Morgan Stanley, Merrill Lynch advisers join Rockefeller in Boca Raton, Florida, and Chicago
Rockefeller acquires $1.4 billion Chicago family office
Whitnell is Rockefeller’s second family office acquisition, following the addition of Silicon Valley-based Financial Clarity in 2019, Rockefeller Capital Management has continued to expand its presence in the Midwest, opening its first Chicago-based Private Wealth Management office in October 2020
Rockefeller Capital buys wealth firm for Silicon Valley rich
Rockefeller Capital makes first multifamily office acquisition on the West Coast.
Fleming’s Rockefeller Capital may buy into Silicon Valley wealth firm
Firm is in talks to acquire at least part of CTC/myCFO from Bank of Montreal.
