Rockefeller Capital Management
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.
Wirehouse Advisors in Florida, L.A. Jump to ‘Boutiques’ Rockefeller, Alex. Brown
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.
Rockefeller Plants Flag in Chicago, Hires $3.8 Million Merrill Team
Merrill duo with $550 million book of assets is 40th team to join Rockefeller.
First Republic Hires $2.5 Million Merrill Producer in California
San Francisco-based bank recruits another broker from the firm that once owned it.
Rockefeller Hires $5-Mln Morgan Stanley Team in Dallas
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 Nabs $900-Mln Merrill Team in CA, Two from UBS in TX and AZ
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.
Rockefeller Nabs $5-Million Morgan Stanley Team in Arizona
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.
Rockefeller Recruits $1.5-Mln J.P. Morgan Securities Broker in NY Suburb
Advisor with almost 25 years’ experience was managing $200 million at JPMorgan’s White Plains office.
