Rockefeller Capital Management
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.
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.
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 hires its second Merrill team in Chicago while RBC recruits two teams with $900 million combined from the same UBS branch in Nebraska.
Broker with more than two decades of experience at Morgan Stanley joins Rockefeller’s fledgling Boca office and 39-year California advisor signs on with RayJay’s Alex. Brown.
Merrill duo with $550 million book of assets is 40th team to join Rockefeller.
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.