Rockefeller Capital Management
Mother-son team overseeing $500 million in assets joins Rockefeller in Dallas, following arrival in Houston last week of a $300 million-asset team from UBS.
Rockefeller hired a three-advisor Merrill team in Oakland managing about $900 million ahead of the long holiday weekend, and five advisors from UBS teams in Houston and Scottsdale with another $900 million of AUM among them.
Morgan Stanley group with $400 million in client assets moved Friday, the same day that indie firm Sanctuary Wealth added a $4 million production and $500 million-asset team from Merrill.
Advisor with almost 25 years’ experience was managing $200 million at JPMorgan’s White Plains office.
Team led by 22-year Merrill veteran Doug Linker and 17-year Thundering Herder Noel Hodges moves with seven colleagues, but without semi-retired group founder Kevin Ward.
Firm advances its foray into Texas by hiring its second multi-million-dollar team in the Lone Star state in two weeks.
The expanding New York firm led by former wirehouse executive Greg Fleming nabs its first Houston advisor and also on Friday hired a $1.5-million broker in Atlanta from Morgan Stanley.