Rockefeller Capital Management
Rockefeller Lures $2.2-Million Merrill Team in Michigan
The four-person Low Group in the Detroit suburb of Bloomfield Hills, Mich., left Merrill on Friday
Rockefeller Nabs $3.8-Million UBS Team in Texas
Trio who had overseen $630 million in customer assets marks the 50th team to join Rockefeller since its 2018 recapitalization by Viking Global.
Merrill Names New ‘Mid-America’ Private Wealth Regional Head
Nathan Marsden, a veteran complex manager in Michigan, takes over for Brett Thelander, who resigned last month to join Rockefeller Capital after a garden leave.
Rockefeller Lands Merrill Team with $7.2-Mln Production in Cincinnati
Eight-person team had been overseeing $1.3 billion in client assets, according to a source familiar with the move.
Rockefeller Hires $4.6-Mln Morgan Stanley Private Wealth Team in Los Angeles
Hans Maentz and Bernard Machlovitch, who reportedly oversee $1.5 billion and work primarily with Native American tribes, make a rare midweek move.
Rockefeller Lassoes Merrill Texas Team with Nearly $5-Mln Revenue
Group of three Merrill lifers had spent a combined 68 years with the thundering herd based in San Antonio and Kenedy, Texas, according to registration records.
Merrill Loses $3-Mln Team to Rockefeller in CA, $2-Mln Group to Texas RIA
Group joining Rockefeller in Irvine had generated $3 million in revenue and follows Rockefeller’s hire last week of a $2.5 million Merrill team in Denver.
Exclusive: Rockefeller Lures Merrill Private Wealth Regional Head in Chicago
Brett Thelander, a career Merrill manager who was running its ‘Mid-America’ private wealth region, will join Rockefeller after a 90-day garden leave, two sources said.
Rockefeller Hires $2.5-Mln Merrill Team in CO, RBC Nabs Million-Dollar IL Producer
Colorado hire is Rockefeller’s 45th team since its founding while RBC picked up a Merrill broker who said he was frustrated at Merrill’s push to sell Bank of America products.
Rockefeller Lures Two Florida Teams with $9.8 Mln Revenue
Morgan Stanley team with $6.5 million and Merrill team generating $3.3 million in revenue bring Rockfeller’s brokerage force to 44 teams.
Rockefeller, RBC Lure Merrill, UBS Teams in Midwest
Rockefeller hires its second Merrill team in Chicago while RBC recruits two teams with $900 million combined from the same UBS branch in Nebraska.
