$14-Million Merrill Team Skips to Rockefeller in Ohio
Rockefeller recruited Jones Wealth Partners from Merrill Lynch, adding a $14 million team overseeing $2 billion in assets in Ohio.
Rockefeller recruited Jones Wealth Partners from Merrill Lynch, adding a $14 million team overseeing $2 billion in assets in Ohio.
Rockefeller Capital Management recruited financial advisor Sidney Jones and his team, Jones Wealth Partners, from Merrill Lynch.
Altruist has partnered with Civic Financial, a newly independent Boston-based RIA overseeing approximately $1 billion in client assets.
Civic Financial has launched as an independent RIA after breaking away from Northwestern Mutual with approximately $1 billion in client assets.
Cresset has recruited Chris Tiano and Nick Smith from Lazard Wealth, adding advisors who previously oversaw approximately $1.1 billion in client assets.
The duo, who join the multi-family office as managing directors in Los Angeles and New York respectively, having previously overseen $1.1 billion in assets at Lazard Wealth.
As part of its continued expansion, Cresset has recruited two former Lazard Wealth advisors managing roughly $1.1 billion in assets, marking another significant hire under the firm’s new leadership.
Cresset continues to expand its national footprint with the addition of two former Lazard Wealth directors, Nick Smith and Chris Tiano, who join the firm after overseeing $1.1 billion in client assets.
Cresset has hired financial advisors Chris Tiano and Nick Smith, a duo who previously managed $1.1 billion at Lazard Wealth.
By Faye Kilborn, Citywire – James Nichols and his team had been affiliated with UBS for a decade.