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Posted on 16428
Rockefeller Capital Management (“Rockefeller” or the “Firm”) is continuing deliberate growth across the Private Wealth Business, having today announced the firm’s first San Antonio-based team to join in the Central Division.
Martin Lawyer Daniels is led by Elmer Martin, Managing Director and Private Wealth Advisor, Patty Lawyer, CRPC®, Managing Director and Private Wealth Advisor and Brett Daniels, CPWA®, First Vice President and Private Wealth Advisor. The team also includes Associate Vice Presidents and Senior Client Associates Judith Fernandez and Sylvia Hydrick, as well as Client Associate Terry Pawelek. The team comes to Rockefeller from Merrill Lynch Wealth Management and will report to Divisional Director Michael Armondo.
Press release content from Business Wire. The AP news staff was not involved in its creation.
Rockefeller Capital Management Broadens Private Wealth Business in California, Introduces First Newport Beach Team
February 26, 2021 GMT
NEW YORK (BUSINESS WIRE) Feb 26, 2021
Rockefeller Capital Management (“Rockefeller” or the “Firm”) today announced PBS Wealth Partners have become the firm’s first Newport Beach, California team to join their Southwest division under Managing Director Nathan Crair.
PBS Wealth Partners is led by Alpesh Patel, CPFA, CRPC®, Managing Director and Private Wealth Advisor, Matthew Birkett, CPFA, CPWA®, CFP®, Senior Vice President and Private Wealth Advisor and Darren Siegrist, CEPA, Vice President and Private Wealth Advisor. The team of five is joining from Merrill Lynch Wealth Management and will also include Hai Dang, CPFA and Team Chief Operating Officer as well as Chris Iwamasa, Associate Vice President and Senior Client Associate.
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A boutique firm may seem an unlikely venture for Gregory Fleming to helm. After all, he spent virtually his whole career at two wirehouses Morgan Stanley and Merrill Lynch, where he topped out as president of wealth and asset management, and president, respectively.
But a smaller enterprise with an entrepreneurial mindset is exactly what Fleming, 57, is now running. The investment banker who helped Bank of America buy Merrill’s business and helped former Yankee Derek Jeter in the consortium acquisition of the Miami Marlins is relishing the job of recasting the Rockefeller family office into a wealth management firm, as he tells ThinkAdvisor in an interview.
Posted on 16386
Rockefeller Capital Management (“Rockefeller” or the “Firm”) today announced The Richeda and Farr Group has joined in Denver, marking the Firm’s first entrant into the Colorado market.
Joining the Central Division directed by Michael Armondo, The Richeda and Farr Group is led by Matthew Richeda, CAIA®, CRPC®, CFP®, Managing Director and Private Wealth Advisor, and Christopher Farr CPWA®, CPFA, CRPS®, First Vice President and Private Wealth Advisor, and also includes Christopher Nazzaro, Associate Vice President and Senior Client Associate and Anna Miller, Client Associate. The team joins from Merrill Lynch Wealth Management.
“Building on the steady growth our private wealth business experienced last year, we are thrilled to welcome The Richeda and Farr Group as our first team in Colorado,” said Armondo. “The robust and integrated capabilities of Rockefeller, coupled with this team