Subscribe

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

Related Topics: , ,

Learn more about reprints and licensing for this article.

Recent Articles by Author

Cresset adds two J.P. Morgan teams overseeing $5B

The two groups were among several former First Republic teams whose exits from J.P. Morgan were announced Friday.

Ascensus buying Vanguard small-business retirement offerings

The company is acquiring the Individual 401(k), Multi-SEP, and SIMPLE IRA plan businesses from Vanguard.

Raymond James adds advisor from Wells Fargo

South Florida-based advisor had been overseeing $105 million in client assets at Wells.

Dimon says AI could be ‘transformational’

JPMorgan Chase's CEO says AI's impact on the economy could equal that of the steam engine.

Commonwealth case sends crystal-clear message

KO blow from the SEC offers pointed lesson: Don’t fight Uncle Sam

X

Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print