UBS trio managing $560 million moves to Rockefeller

The five-member team is joining the firm’s Newport Beach, California office

A three-adviser, five-member team managing $560 million at UBS has joined Rockefeller Capital Management at its Newport Beach, California, office.

The team consists of advisers Stefan Oglevee, Jannah Devine and Stefan “Max” Oglevee, as well as two associates.

For reprint and licensing requests for this article, click here

X
X

Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print