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Wealth Management RIA Deals of the Week | Wealth Management

$1.5 Billion Maentz Machlovitch Group Joins Rockefeller Los Angeles–based Maentz Machlovitch Group that managed $1.5 billion at Morgan Stanley has joined Rockefeller Capital Management’s Southwest Division. The practice specializes in high-net-worth and ultra-high-net-worth families and provides institutional investment services to Native American tribes and Alaskan native corporations. $1.1 Billion Team the Fortney Group Joins UBS The Fortney Group joins UBS Financial from Morgan Stanley....
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