By Amey Stone, Barron’s – Rockefeller Capital Management is adding a team of top New York advisors led by Angela Mwanza to its wealth management division.
Moves in the News
While not all moves we have helped facilitate are mentioned in the media, here are some moves by financial advisors that did receive recognition. Or browse an at-a-glance sample of representative deals…
By Matthew Sellers, InvestmentNews – Rockefeller Global Family Office, the wealth management arm of Rockefeller Capital Management, has announced that it has added Angela Mwanza, Jordan Powell and their four-person team, known as Oryx Legacy Partners, to its ranks.
By Karmen Alexander, AdvisorHub – After a mid-summer intermission, the steady parade of wirehouse brokers moving to Rockefeller Capital Management resumed on Friday with its hire of a $4-million team from UBS Wealth Management USA in New York City.
By Lisa Fu, AdvisorHub -LPL Financial has lured in another Merrill broker, this time to its burgeoning employee channel, Linsco, according to an announcement on Wednesday.
Chris Glomb, with over 4 decades in wealth management, and his son Michael worked as a team at UBS for 15 years, set their sights on change 2 years ago—motivated by the desire to do what was best for their clients, to achieve greater autonomy, and build for a long-term legacy.
By Andrew Welsch, Barron’s Advisor – Sanctuary Wealth, an independent broker-dealer, recruited a former UBS team that oversaw $600 million, the firm announced Friday.
By Lisa Fu, AdvisorHub – Sanctuary Wealth on Friday scooped up a Los Gatos, California team overseeing $600 million in client assets from UBS Wealth Management USA, according to an announcement and registration records.
Three Partners from two offices in Madison, WI, and Northern California, opt for supported independence on Steward’s 1099 platform with Pershing as custodian.
By Karmen Alexander, AdvisorHub – A Merrill Lynch team that oversaw over $450 million in client assets jumped to Steward Partners Global Advisory on Thursday.
By Sam Del Rowe, FAIQ.com – Advisor Rebekah Fa’asau joins Raymond James’ employee advisor channel, the firm said.
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