Team managing $600 million at Merrill Lynch goes to Rockefeller
A three-adviser, three-associate team is joining the firm in San Antonio.
A six-person team managing $600 million at Merrill Lynch in San Antonio has joined Rockefeller Capital Management.
The group is led by Elmer Martin and Patty Lawyer. Martin has 33 years of experience, having joined Merrill in 1987, according to his BrokerCheck report. Lawyer started at Merrill in 1995, according to Brokercheck.
[More: Rockefeller acquires $1.4 billion Chicago family office]
The group includes adviser Brett Daniels and three associates.
[More: Rockefeller nabs $450 million Merrill Lynch team]
Behind the scenes of the Bitcoin podcast
Learn more about reprints and licensing for this article.